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20250327 Proposed enhancements to Hong Kong’s Preferential Tax Regimes for privately offered funds, family-owned investment vehicles and carry interest concession regime

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Programme Code:
20250327
Date:
27 March 2025 (Thursday)
Time:
6:30 pm - 8:30 pm
Speakers:

Ms. Yvette Chan, Managing Director, Alvarez & Marsal Tax

Mr. Ansel Yip, Senior Director, Alvarez & Marsal Tax

Ms. Phoenix Wei, Director, Alvarez & Marsal Tax

Language:
Cantonese & Mandarin
Venue:
Room 1006, 10/F St. George’s Building, 2 Ice House Street, Central, Hong Kong
Proficiency Level:
Intermediate Level
Fee:
$240 – $300
CPD Hours:
1.5
Seat:
100
Event Categories:
, ,
Application Form:
20250327 enrolment form

Description

Introduction:

The Financial Services and the Treasury Bureau (FSTB) issued a consultation paper on 25 November 2024, outlining the long-awaited proposed enhancements to the preferential tax regimes for privately offered funds, namely the Unified Funds Exemption regime (UFR), the Family-Owned Investment Holding Vehicles (FIHVs) managed by single family offices, and the carried interest tax concession regime. In this seminar, we will review some of the proposed changes to these preferential tax regimes, as well as share our observations.

Speaker Profile

Ms. Yvette Chan, Managing Director, Alvarez & Marsal Tax
  • Experience: Over 20 years of experience in China, Hong Kong, the UK, and international tax
  • Expertise: Specializes in tax impact analysis, fund management and structuring, and cross-border tax planning for corporates, high-net-worth individuals and family offices
  • Qualification: Member of several accounting and taxation institutes in Hong Kong and UK (HKICPA, ICAEW, TIHK, CIOT, ATT), and Chartered Financial Analyst (CFA)
Mr. Ansel Yip, Senior Director, Alvarez & Marsal Tax
  • Experience: 15 years of experience in international and Hong Kong tax
  • Expertise: Specializes in Hong Kong tax compliance, advisory, dispute resolution, and cross-border M&A tax advisory
  • Qualification: Member of the Hong Kong Institute of Certified Public Accountants (HKICPA)
Ms. Phoenix Wei, Director, Alvarez & Marsal Tax
  • Experience: 10 years of experience in China and Hong Kong tax
  • Expertise: Specializes in China and Hong Kong tax advisory, fund structure advisory, M&A due diligence and tax structuring
  • Qualifications: Member of the Hong Kong Institute of Certified Public Accountants (HKICPA)

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