Our Market Coverage
We focus on the following popular overseas property markets, selecting high-quality assets with growth potential for you:
🔸 United Kingdom (London, Manchester) – Stable rental returns and long-term capital appreciation.
🔸 Canada (Toronto, Vancouver) – Popular among immigrants, strong demand in the market.
🔸 Australia (Sydney, Melbourne) – High transparency market, suitable for medium to long-term holding.
🔸 Japan (Tokyo, Osaka) – Low entry barriers and high liquidity, a preferred choice for safe-haven assets.
🔸 Southeast Asia (Thailand, Malaysia) – Booming tourism real estate with high rental yield potential.
🔸 Core European Cities (Paris, Berlin, Lisbon) – Diverse investment and immigration opportunities.

🔹 Demand-Driven Matching  – Based on your investment goals (immigration, rental income, capital appreciation), we recommend the most suitable markets and projects.

🔹 Local Professional Network – Direct connections with local licensed real estate agents, lawyers, and tax advisors to ensure smooth and compliant transactions.

🔹 Comprehensive Support – Providing a one-stop solution from property selection, due diligence, loan arrangements to ongoing management.

🔸 Risk Diversification  – Geographic allocation to mitigate the impact of fluctuations in a single market.

🔸 Currency Hedge – Holding foreign currency assets to balance exchange rate risks.

🔸 Passive Income – Stable rental income generating cash returns.

🔸 Identity Planning – Some countries offer immigration pathways through property investment.

Core Values of Trusts

A trust is not just a tool for wealth transfer; it is a strategic framework for asset protection, tax optimization, and family governance. Through a trust, you can:
🔹 Maintain complete control over wealth distribution — decide when and how assets are distributed to beneficiaries
🔹 Protect family interests — prevent heirs from squandering wealth, mitigate risks from marital changes, or shield against debt
🔹 Efficient tax planning — reduce estate taxes, gift taxes, and other cross-border tax burdens
🔹 Privacy and asset separation — trust assets are independent of personal ownership, safeguarding wealth from legal or debt impacts

Core Advantages of Family Trust

🔸 Asset Protection  

▸ Isolate assets from divorce settlements and creditor claims (e.g., personal debts of business owners).
▸ Avoid disputes through clear asset ownership.

🔸 Avoid Probate

▸ Bypass lengthy and costly will certification processes.
▸ Ensure heirs inherit assets quickly and privately.

🔸 Tax Planning 

▸ Reduce burdens from estate tax, gift tax, and capital gains tax. 

▸ Applicable to cross-border assets.

🔸 Bankruptcy Risk Prevention 

▸ Trust assets are protected from the trustee’s bankruptcy (under legal conditions).

🔸 Confidentiality 

▸ Trust agreements are not public, safeguarding family wealth privacy.

We refer professional trust advisors to assist in establishing the following trust structures:

🔹 Family Trust – Cross-generational wealth inheritance, asset protection for children’s marriages, and special needs beneficiaries (e.g., disabled children).

🔹 Testamentary Trust – Established via a will to ensure conditional asset distribution and prevent inheritance disputes.

🔹 Insurance Trust – Incorporates life insurance policies into a trust to ensure directed use of claim proceeds (e.g., business owner debt isolation).

🔹 Offshore Trust – Established in jurisdictions like the Cayman Islands and BVI for enhanced asset protection and tax optimization.

🔹 Charitable Trust – Achieves philanthropic goals while enjoying tax benefits and building a family charitable legacy.

🔸 Independent Professional Selection 

We only recommend licensed lawyers to ensure compliance and professionalism.

🔸 Customized Structure Design

We develop plans based on asset types (real estate, equity, cash) and tax residency status (e.g., Hong Kong/U.S. taxation).

🔸 Comprehensive Process Support 

From establishment to ongoing management (Trust Administration), ensuring accurate execution of terms.

🔸 Coordinated Tax Planning

Optimizing global tax efficiency.

Key Preparations Before Immigration

Tax planning is the most critical yet often overlooked aspect of immigration planning. Different jurisdictions have fundamental differences regarding:

🔸 Capital Gains Tax – e.g., no capital gains tax in Hong Kong vs. worldwide taxation in the U.S.

🔸 Inheritance Tax – up to 40% in the UK vs. exemption in Singapore

🔸 Declaration of Overseas Income – basic tax system in Taiwan vs. territorial taxation in Canada

Structural adjustments must be completed before relocating.

✅ Expert Network Coverage

▸ Referrals to licensed accountants and lawyers well-versed in the “intersection of immigration and tax.”
▸ Coverage of popular destinations: the UK, the US, Canada, Australia, Singapore, Portugal, and Taiwan.

✅ Timeline Planning

▸ 3-5 years before immigration: Planning period for tax residency status.
▸ 1 year before immigration: Golden window for asset disposal.
▸ After immigration: Guidance for first tax declaration.

⚠️ High-Risk Oversights

❌ Passive Income Traps

▸ Canada imposes “deemed dividend tax” on non-registered investment accounts (e.g., Hong Kong stocks).

❌ Taxation on Retained Assets

▸ Australia charges “vacancy tax” on properties retained after immigration.

❌ Differences in Reporting Deadlines

▸ U.S. global income declaration (April 15 deadline) vs. Hong Kong tax year (April 1 – March 31).

Service Scope

We refer a senior accounting team to provide one-stop financial and tax management services, covering:

🔸 Corporate Auditing 

▸ Statutory audits, internal audits, special purpose audits (e.g., M&A valuations)

🔸 Accounting Services

▸ Daily bookkeeping, financial statement preparation
▸ Cost control and cash flow management

🔸 Company Formation 

▸ Registration of local and offshore companies (Hong Kong, BVI, Cayman Islands, etc.)
▸ Drafting of company bylaws and shareholder agreements

🔸 ESG Reporting

▸ Assistance in preparing reports compliant with the Stock Exchange’s ESG Reporting Guidelines
▸ Carbon emission audits, sustainability strategy consulting

🔸 Tax Services

▸ Profit tax planning, optimization of cross-border tax structures
▸ Personal tax filings, handling tax disputes

🔸 Accounting Services

▸ Daily bookkeeping, financial statement preparation
▸ Cost control and cash flow management

Service Advantages

🔹 Customized Solutions for SMEs

▸ Startups → Company registration + first-year bookkeeping package

▸ Cross-border e-commerce → VAT registration + overseas tax filings

▸ Family businesses → Inheritance tax planning + trust structures

🔸 Independent and Objective

▸ Not affiliated with any accounting firm, recommending the most suitable team.

🔸 Comprehensive Follow-Up

▸ From needs matching to service implementation, ensuring quality.

🔸 Cross-Border Experience

▸ Familiar with tax regulations in Hong Kong, mainland China, and overseas.