Private Client

(i) Tax Planning

Income, capital, wealth, gift and estate taxes around the world can greatly reduce, or even decimate family wealth.

Working with leading specialists around the world we operate within legal boundaries by helping our clients analyse taxes and plan to ensure that families pay exactly that amount of tax due under law.

(ii) Succession and Legacy

Succession is the legal process by which family wealth crosses generations. Great care is required, especially in this era where family members and their assets are often spread around the world, to ensure predictable and just outcomes. We specialise in providing genuinely independent and strategic advice and project management, working with foreign lawyers, trust companies and other intermediaries globally, to ensure optimal succession results.

Legacy is the mark a family makes upon the world. This is critical to the long-term success of a family and its best achieved through a strategic approach to family governance. Put simply, governance means the missions and rules adopted for the conduct of the business of the family. This is particularly important where family members work both within, and outside, the family business. Legacy often also includes focused philanthropic endeavours. We offer strategic, independent advice to provide the architecture, construction and maintenance for successful legacy structures.

(iii) Wills and Probate

Haldanes provides a wide range of probate and will drafting services. Our familiarity with local practice and procedures allows us to assist local and overseas clients in administering properties and assets in Hong Kong professionally.

(iv) Immigration

Haldanes has substantial experience in assisting clients who wish to make Hong Kong their new home.  We are able to liaise with immigration authorities, advise on the correct visa to be obtained on entering Hong Kong, and the processing of work permits where they are required. We are able to assist clients with the purchase of property and those that wish to find employment or investment in business are also welcome to seek guidance. We advise many companies on how to obtain employment visas for employees moving to Hong Kong to live and work.

Lawyers Who Practice This Area

Paul Lui

Partner & Joint Head of Civil Litigation & Dispute Resolution

Yu Kew Leung

Partner

Warwick Haldane

Consultant

Grace Gao

Consultant