High net-worth individuals tax planning

With the globalisation trends, how high net-worth individuals and families manage their financial and tax affairs is dynamic. Interdependent markets, regulations in different jurisdictions, complicated tax implications, are just many seasons why clients turn to PwC.

Our high net-worth clients service team have a passionate community of solvers. We are proud to work and assist with high net-worth individuals and families across the globe. We will deliver insights, experience and capabilities to assist our clients managing their wealth.

Initial information integration

Assess strategic asset allocation, family business operations, locations of financial investments, as well as family members' sources of income;
Review residency status of family members and their global tax obligation;
Integrate our resources with PwC network, analyse core issues, identify key risks;
Customize planning opportunities with our clients, and there is no "one size fits all".

In-depth planning

Propose risk control scheme from both individual and corporate tax perspectives, and seek potential arrangements based on tax treaties;
Assist our clients to develop a practical and flexible investment strategy, and help them staying resilient to uncertainty and global economic interdependency;
Review estate and gift plans to address changes in tax laws with different jurisdictions.

Implementation and tracking

Review tax planning and compliance efforts, and develop ongoing activities around a long-term tax strategic plan;
Untangle our clients' managerial and tax advisory needs by taking a tax project managing office role;
Help our clients to stay compliant and nimble in tax and estate planning, trust and foundation management.