Asset and Wealth Management

[Webinar] Exploring Tax Regime Enhancements for Funds, Family Offices, and Carried Interest

Overview

As foreshadowed in the 2024/25 Budget Speech, the HKSAR Government announced to enhance the preferential tax regimes to attract more funds and family offices to set up and operate in Hong Kong.

In November 2024, the Financial Services and the Treasury Bureau (FSTB) has issued a consultation paper (views sought by 3 January 2025) concerning the Hong Kong preferential tax regimes for funds, single family offices and carried interest.

In this session, we will discuss the proposed enhancements to the Hong Kong preferential tax regimes for funds, single family offices, and carried interest outlined in the consultation paper. We will also share comments and insights on the above latest tax updates.

Content Highlight

This webinar will focus on the Proposed Tax Regime Enhancements, including:

• Proposed enhancements to the preferential tax regime for privately-offered funds

• Proposed enhancements to the tax preferential regime for single family offices

• Proposed enhancements to the tax preferential regime for carried interest

Who Should Attend

Fund managers (particularly private equity and venture capital fund managers), fund accountants, asset managers, wealth managers, in-house counsel & compliance officers, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals working in the family offices sector.

Instructor / Speaker

Mr Ming Lam is a Partner of the Financial Services Tax Team in EY based in Hong Kong who has more than 16 years of practical tax experience specializing in financial services sectors (i.e. wealth and asset management, fintech, virtual assets, insurance, family office, banking and capital markets). He advises clients on all tax matters across investment fund structure, transaction and due diligence, execution and reporting. He sits at the tax and relevant committees of various industry and accounting associations. He is also a member of CPA Australia and Hong Kong Institute of Certified Public Accountants (HKICPA).
Ms Elise Chan is a Manager of the Financial Services Tax Team in EY based in Hong Kong who has more than 8 years of practical tax experiences and focuses on financial services industry. Elise has solid Hong Kong tax knowledge and assists clients on tax compliance, corporate tax advisory, tax due diligence and transaction structure, etc. She is a member of Hong Kong Institute of Certified Public Accountants (HKICPA).

Administrative Details

Code
TSBAW25001401
Date & Time
Monday, 24 Feb 2025 (12:20 PM - 01:20 PM)
Venue
Virtual Platform
Relevant Subject
Type 9 - Asset management
Regulatory Compliance
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
Back Enrolment Closed