Shiyun Lim

Shiyun has a wealth of experience in estate planning, consulting for both individuals and businesses in matters of risk management, wealth creation and wealth preservation.

As an integrated services advisor Shiyun is walking advocate of estate planning as a complete and holistic way of planning not just for one’s future but also for one’s future generations. For her, estate planning is primarily about care and concern. It is about caring for the things that truly matter and that by planning how to leave well, one can then decide how to live well presently.

Shiyun specialises in philanthropic giving through the bequest of estate to a charity or cause that her clients may feel passionate about. She has also built a niche in helping to plan for people with special needs, and has been actively involved in promoting awareness of this cause through talks and seminars and active in driving non-profit programmes regionally.

Shiyun comes with 8 years of corporate experience working for companies ranging from MNCs to SMEs. She graduated from the National University of Singapore with a Bachelor of Arts (Economics & Statistics).

She is also a certified Associate Financial Planner (AFP), and Associate Estate Planning Practitioner (AEPP®)

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The deadline for e-filing tax will come around again before we know it. For most regular Singapore tax payers the exercise seems quite simple, as most of the compulsory declarations have already been captured by the IRAS system. As good citizens, we should be happy to pay our dues, but no-one wishes to pay more than they have to. Are you making good use of all the legitimate tax breaks?

  Crashing oil prices and investor nervousness in China got the financial world into another round of turmoil in the early days of 2016. Are plunging currencies and stock markets causing you sleepless nights? Ironically, 2016 was supposed to be the year the USA started pulling the world out of the long trough of low-interest rates, so conservative savers could look forward to some decent interest on their bank deposits.

 

 

Preceding the arrival of a newborn, there is a powerful wave of change and excitement in the air. A baby isn’t called a “little bundle of joy” for nothing, and naturally, parents and family members would be fussing around to ensure that conditions are at the optimum for the smoothest delivery of this little V.I.P. This might include shopping for infant clothing, baby cots, going for routine visits at the gynecologist’s or arguing over whether “Linda” or “Leenda” fits better as a name. Just as the joy and excitement of having a baby do not start nor stop at delivery, it is never too early to embark on important financial planning for a family and their child from birth and beyond.