Case Sharing
We have helped many clients solving their problem in areas such as tax planning, oversea property purchase, immigration, portfolio management, trust and education etc.… and below are two successful cases in sharing:
Properties in overseas surged to a record high in previous years due to inflation and strong demand, and is inevitable. Clients worry that they cannot catch with the increment in property’s price if they don’t act upon and therefore, they seek our help in the whole property purchase’s process.
Through us, we provide the following services to smoothen the whole process and clients are satisfied with our services:-
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We help clients to find a suitable school zone for their children
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We liaise with different parties including lawyer, accountant and surveyor to make sure the sale and purchase process runs smoothly
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We help client in bank account’s set up and mortgage application
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We help find a local property agent to bargain in the best interest of our client
Clients are appreciated with the professional services we provided because they know that the whole process involve many parties and without our support, the sale and purchase could turn to incomplete.
Recently, many Asian family considered migration and one of the things that they concern mostly and about is tax planning.
We have encountered many families who have difficulties in choosing the right place to migrate and are often frustrated in dealing with their asset allocation before migration, since they know an unthoughtful act could lead to substantial tax burden.
One of our clients who is a businessman in Hong Kong would like to migrate to Canada. Nevertheless, he does not want to move to Canada until permanent residence status is first issued. During the conversation, we understand his family’s needs and we come up with a tailor-made plan for him which is applying a Start Up Visa, as this Visa allows him to work in Hong Kong until permanent residence is granted. Our client feels very happy since we truly understand his situation and satisfied of what he wants.
In relation to the asset allocation’s issue, we propose setting up a family trust and provide tax planning services before migration to minimize any potential tax including estate tax. At the end, client is satisfied and appreciated, because we provide a true one stop solution for him and his family.