Asset and Wealth Management

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

概要

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.

內容

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

對象

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.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」(以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」(以下簡稱「本計劃」)。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能,使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費,上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構,有關申請要求之細則及手續,請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。

導師/講者

Ming LAM
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).
Elise CHAN
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).

詳情

活動編號
TSBAW25001401
日期及時間
2025年2月24日, 星期一 (12:20下午 - 1:20下午)
地點
虛擬平台
相關主題
第9類 - 提供資產管理
監管合規
語言
英文
課程時數
SFC:1.00, PWMA:1.00