Our Service Offering

With the technical skills and experience I have keenly developed at KPMG, PwC and Vialto Partners in their Private Client, Global Mobility and Employment Tax teams, I now bring to your door, a decade plus worth of top tier professional service and offer my skills and knowledge in these areas to you with the good value a small and highly qualified firm can bring.

I have helped individuals, families and companies in the UK as well as clients that are abroad and who have a need to consider UK taxes due to their portfolio of UK assets or UK exposure.

I am therefore pleased to offer my services to clients around the world and I look forward to being your trusted, insightful and friendly tax adviser by handling your complex consulting and administrative compliance needs efficiently and in a timely manner so that you may have more time and energy to spend on your personal endeavours.

Experience

I have been privileged to help:

• Private clients including landlords and retirees with their personal taxes.
• Globally mobile employees who represent the top 1% of salaried workers in the UK with their personal taxes.
• Financial services and pharmaceutical employees as well as NHS doctors at all levels with their personal taxes.
• Domestic and foreign executors with their UK Estate administration.
• Well known multinational corporations with their VIP executives, assignee programme in relation to personal taxes, employment and payroll taxes.

Qualifications

• CISI Level 7 Advanced Financial Planning (Masters Level in progress)
• CISI Level 6 Advanced Financial Planning
• CISI Level 4 Financial Planning & Advice
• CISI Level 4 Securities
• CISI Level 3 Wealth & Investment Management (President’s Award Winner)
• ATT Personal and Business Taxation
• IRS Enrolled Agent (No Longer Practicing)

Our Service Offering

Over my years, I have supported individuals and families in managing and selling their properties by delivering trusted, insightful, and friendly service. I thrive on providing excellent bespoke service to my clients. Indeed, my Estate and Lettings Agency, Michael X Yeoh Property, is one which offers a different type of service to that which you may find on the high street.

I connect with you understanding that your property is likely to be one of the most valuable assets in your portfolio. I take great pride in looking after the properties I am entrusted with and look to skilfully anticipate needs before they are even expressed.

Cambridge and Prime Central London are my areas of coverage and I am pleased to offer my services to clients in both regions.

I look forward to helping you sell your property with the best possible outcome. With my strategic partner, Yopa Associate, one of the UK’s most well-known and leading Estate Agencies and my network of personal estate agents around the country, Michael X Yeoh Property will ensure you have a vendor experience that exceeds your expectations. I look forward to being your trusted guide on your property journey.

Experience

• I have helped sell various types of London residential property (houses and flats): distressed, probate, investment, residential, redeveloped.
• I currently manage Prime Central London property.
• I have provided property advice to domestic and foreign investors.
• I am a former landlord.

Qualifications

• Propertymark Property Agency Sales (Pass with Distinction)
• Propertymark Property Agency Lettings

Our Service Offering

I am building strong and technical foundations and bridges to heighten my offering further. My passion with personal finance, investments and their delivery with compassion is coming.

Qualifications

• CISI Level 7 Advanced Financial Planning (Masters Level in progress)
• CISI Level 6 Advanced Financial Planning
• CISI Level 4 Financial Planning & Advice
• CISI Level 4 Securities
• CISI Level 3 Wealth & Investment Management (President’s Award Winner)
• ATT Personal and Business Taxation
• Propertymark Property Agency Sales (Pass with Distinction)
• Propertymark Property Agency Lettings
• University of Bristol Economics, Accounting with Law (2:1)

Studied First Hand Experience And Mastery

I have gained wisdom and know-how from many.

• Chip War by Chris Miller
• Tune Out the Noise by Errol Morris
• The Psychology of Money by Morgan Housel
• Die with Zero by Bill Perkins
• Certified Financial Planning Training with Jackie Lockie
• Your Financial Planning Maestro by Jackie Lockie
• The Intelligent Investor by Benjamin Graham
• The Millionaire Next Door by Thomas J. Stanley and William D. Danko
• The Richest Man in Babylon by George S. Clason
• Meaningful Money by Pete Matthew
• The Price of Money by Rob Dix
• Rich Dad Poor Dad by Robert T. Kiyosaki
• Market Wizards by Jack D. Schwager
• Charting Masterclass with Peter Brandt
• Real Vision Academy with Roger Hirst
• When Genius Failed by Roger Lowenstein
• Big Short by Michael Lewis
• Liar's Poker by Michael Lewis
• Mindset by Carol S. Dweck