Our Services

Comprehensive taxation understanding on financial product and investment will enable HNWI and the advisor (private bankers, asset managers) to maximize the return by choosing the most tax efficient instrument or building most efficient tax portfolio. It is also importance for HNWI and financial services to understand the dynamic changes and tax development in financial sector such as implementation of Automatic Exchange of Information (AEoI).

We tailor a specific tax service to meet HNWI & Financial services tax issues:

- Advising financial product, insurance, or investment tax treatment

- Cross border investment

- Tax on specific situation (working overseas, married overseas, etc)

- Estate tax and charity