Financial services tax
Our dynamic and diverse team of highly experienced financial services tax professionals is focused on helping financial services organisations strategise their local, regional and global business and tax challenges in today’s multifaceted business environment.
Incorporate your insights to create better solutions
Our team of experienced financial services specialists in corporate tax, international tax, deals and transfer pricing is dedicated to guiding you through the tax landscape in Hong Kong and across the region. We provide practical solutions to help you manage:
Hong Kong and cross-border tax challenges
- Navigating complex local and international tax rules
- Meeting increased reporting and compliance requirements
- Assessing the tax impact of investments in different jurisdictions
Opportunities in growing markets
- Structuring and managing deals effectively
- Managing digital assets and their specific tax requirements
Comprehensive risk management
- Identifying and reducing operational tax risks
We work with clients in asset and wealth management, banking and capital markets, insurance, asset leasing and digital assets. Whatever your focus, we look forward to partnering with you.
We offer tailored advice on how to structure your fund, meet ongoing tax requirements, structure the acquisition and exit of investments and report to investors. With our guidance, you can confidently navigate complex tax rules and focus on growing your investments.
Contacts: David Kan, Vanessa Chan, Jacqueline Yan and Eric Gong
We provide complete tax support for banks and capital market participants. Our team advises on all aspects of taxes (including direct tax and Hong Kong stamp duty) for different transactions and financial instruments. We work with you to design tax processes that meet both regulatory standards and your business goals. From structuring deals and staying compliant to ongoing advice, we help you manage tax risks, improve efficiency and achieve the best possible tax results.
Contacts: Rex Ho, Vanessa Chan and Sandy Lau
We help insurance companies handle tax challenges that come with changing regulations, such as new accounting standards (like IFRS 17), risk-based capital rules and company redomiciliation. Our services include advice on how these changes affect your taxes, ways to manage capital efficiently and support during redomiciliation. We also help you set up tax structures that meet regulatory requirements, so you can optimise your tax position and stay compliant.
We offer specialised tax advice for the ship and aircraft leasing sectors. Our team helps you take advantage of the latest tax incentives, so you can expand internationally with confidence. We strive to make sure your leasing operations are set up for maximum tax efficiency and compliance. By keeping you informed about regulatory changes and new opportunities, we help you grow your cross-border business and succeed in global markets.
Contact: Eric Gong
We help you build strong, efficient business models and keep up with changing global regulations for digital assets. Our team guides you in setting up your operations to meet important standards like the Crypto-Asset Reporting Framework (CARF) and other international rules. We work with you to spot and manage tax risks in digital asset transactions, so your business stays compliant and runs smoothly in every country where you operate. By staying ahead of reporting requirements and tax issues, we help you grow your business globally while keeping your operations secure and reducing the risk of unexpected problems.
Contact: Peter Brewin
We deliver specialised guidance to help you design and implement effective transfer pricing strategies for your financial services business. Our team works closely with you to analyse your intra-group transactions, ensuring they meet local and international transfer pricing regulations and align with your commercial objectives. We assist in documenting your transfer pricing policies, managing compliance with evolving global standards, and preparing for tax authority reviews. With our support, you can confidently manage transfer pricing risks, optimise your tax position, and maintain robust documentation, enabling your business to operate efficiently across borders and adapt to regulatory changes with ease.
Contacts: Ali Tse and Alex Xiang
