Tax, Trust and Private Clients

Our taxation practice group advises clients on all matters relating to income tax, stamp duty and international taxation, including:


  • property tax, salaries tax, profits tax and personal assessment under the Inland Revenue Ordinance
  • tax mitigation and compliances
  • tax investigations and back duties
  • tax objections and appeals
  • stamp duty advice
  • international and cross-border taxation and compliance
  • working with tax accountants and international lawyers on all local and international tax compliance and investigation matters including FATCA and CRS
  • tax and stamp duty advice and compliance on mergers and acquisitions, corporate reorganizations and restructurings, and listings on Hong Kong Stock Exchange


Our trust and private clients practice group advises individuals and institutions on various aspects of trust-related and probate matters, including advising Hong Kong and offshore trusts and on the rights of the parties to the trusts including the trustee’s obligations and compliance issues; setting up and advising on the management of family trusts including offshore trusts; preparing and advising on wills and settlement; advising and administering probates; and advising on the establishment and operation of share award and incentive schemes for private and listed companies (including foreign exchange and tax compliance advisory matters involving PRC domestic employees and PRC domestic companies).


Estate and trust planning is essential for our high net-worth private clients. Our probate and administration practice group has extensive experience in effective administration of probate and estate matters both in Hong Kong and overseas. Our works encompass providing professional advice on establishment of local and overseas trusts and arrangements on provisions to dependency upon incapacity or on death to administrative services such as preparation of Wills and application for Grant of Probate or Letters of Administration.


OUR PRIVATE CLIENT SERVICES INCLUDE:

  • Establishment of trust
  • Preparation of will
  • Advice on intestacy
  • Estate planning including those with foreign elements and/or elements of complicated domicile issues and/or shareholding structures in companies
  • Application for Probate, Letters of Administration and Letters of Administration with Will annexed
  • Application for Grant of Double Probate, Grant De Bonis Non, Cessate Grant and other types of Grant
  • Application for resealing of Grants obtained in the foreign jurisdictions in Hong Kong and vice versa (i.e. application for resealing of Grants obtained in Hong Kong in the foreign countries)
  • Application for Letters of Administration or Grant of Probate in foreign jurisdictions
  • Preparation of Deed of Family Arrangement
  • Preparation of Assent
  • Advice on Administration and Distribution of Estate
  • Advice on use of Powers of Attorney, living wills and court guardianship and adoption proceedings


Our probate and administration practice group has close cooperation with the firm’s Litigation and Dispute Resolution Department and it enables us to deliver comprehensive services for virtually every need a client might have.