Our work is always client-focused, and we take time to properly understand your circumstances, lifestyle and future financial aims. What drives us is our overwhelming commitment to do our very best in order to help you achieve true financial freedom.
Our heritage and global presence means that we understand the wide range of requirements that each client has – from preserving wealth to creating a strong investment portfolio, whilst minimising tax and ensuring a solid estate plan. To ensure a fully comprehensive service, our local Hong Kong tax and financial planning team works closely with our UK based estate planning specialists. This approach is aimed at providing you with peace of mind, knowing that the advice we offer has been carefully considered and drawn from experts across our award-winning business.
Many expats, including those based in Hong Kong, often maintain close ties with the UK. You may still own a property ‘back home’, or make regular visits to loved ones or for business reasons. You may be concerned about your investment portfolio or want to protect your expat tax status. Whatever your situation, we can help you establish a financial plan relevant to you, your family and your specific requirements.
If you are based in Hong Kong and want to discuss any aspect of your financial planning, please contact our local team.