Responding to a tax enquiry
ProblemA text message from the tax bureau asks about overseas dividends.
ApproachA fund distribution letter shows the money is a return of capital, so it is not mischaracterised as taxable income.
Cases & scenarios
What they faced may be what you face
The scenarios below are typical examples. Every situation is different, and any plan depends on an actual consultation.
Succession challenges of a cross-border family
A typical four-country family
The family
- The father is a China tax resident and is applying for the Hong Kong talent admission scheme
- Children are in Canada (immigrated), Australia (studying) and China
- Assets include pre-IPO equity, New Zealand property and a large Hong Kong insurance policy
The core questions
- How to stay compliant in four jurisdictions: China, Hong Kong, Canada and New Zealand
- How to keep family assets from being scattered and lost
An integrated plan can combine US tax services, CRS response, family trust planning, offshore structuring and cross-border tax coordination.
Scenarios and approaches
Three common scenarios
Succession for a US-bound child
ProblemA child turns 21 and is about to receive a US green card.
ApproachSet up a pre-immigration trust with a life insurance policy to plan for US estate tax.
Corporate IPO
ProblemThe holding platform faces a heavy tax burden after listing.
ApproachBuild a BVI pre-IPO trust structure for tax deferral and consolidated control.
Linking the global frontier, safeguarding family prosperity
A first 30-minute consultation can be booked. An expert will review your status, assets and compliance position with you.
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