Successful Cases

We successfully advised a major Taiwanese conglomerate—a key manufacturer of famous footwear brands with production facilities in China—on securing a comprehensive offshore profit exemption. By conducting a rigorous operational audit of their trading models and cross-border supply chains, we convincingly established that trading profits were sourced outside Hong Kong. Our strategic defense before the tax authorities successfully eliminated local tax liabilities, delivering approximately HK$50 million in direct tax savings.

We successfully advised a Singapore-based client involved in trading unlisted shares on establishing a full offshore claim for their capital gains. By demonstrating that the share trading activities were sourced outside Hong Kong, we successfully defended the offshore position before the tax authorities, securing approximately HK$53 million in total tax savings for the client.

We successfully assisted a U.S.-based client, whose principal activity was trading home furnishing products in China and overseas, with comprehensive tax planning and group restructuring. By implementing an optimized corporate structure and establishing a valid offshore claim for their trading profits, we successfully defended the offshore position, securing approximately HK$28 million in total tax savings.

We successfully assisted an e-commerce client operating primarily through the Amazon platform with strategic corporate restructuring and offshore profit claims. By analyzing their digital supply chain, cross-border fulfillment logistics, and platform operations, we implemented an optimized group structure that substantiated the offshore origin of their trading profits. Our team successfully presented the claim to the tax authorities, eliminating local profit tax liabilities and securing approximately HK$3.84 million in tax savings to accelerate their global growth.

We successfully represented a prestigious interior design firm led by a world-famous, US-based designer to resolve a long-standing offshore tax claim. Taking over after years of impasse under previous tax representatives, our team strategically negotiated with the Inland Revenue Department (IRD) to swiftly settle the dispute, securing approximately HK$20 million in tax savings for the client.

We successfully advised a client specializing in the production and distribution of television drama programmes and films on optimizing their regional tax position through a tailored offshore profit claim. By conducting a detailed operational review to map their cross-border content licensing rights and production activities, we convincingly demonstrated to the tax authorities that key income streams were sourced outside Hong Kong, successfully securing approximately HK$8.2 million in direct tax savings.

We successfully represented a specialist IT consultancy that delivers advanced mathematical modeling and operational optimization systems for Australia's largest oil and gas producer. By conducting a detailed review of service delivery locations and technical workflows, we convincingly demonstrated to the Inland Revenue Department (IRD) that core consultancy activities were performed outside Hong Kong. This successfully established the offshore status of their service fee income, securing approximately HK$2 million in tax savings.

We successfully turned around a complex tax dispute for a prominent client engaged in the trading and manufacturing of well-known watches in China. The client’s offshore profit claim had previously been handled by a Big Four CPA firm, which advised withdrawing the claim and paying the full tax liability due to a perceived slim chance of success.

Unsatisfied with this outcome, the client engaged our firm for a fresh perspective. Our tax specialists conducted an exhaustive, ground-up review of the client’s cross-border operational workflows, supply chain mechanics, and underlying transactional documentation. Through this rigorous analysis, we uncovered critical operational facts and robust legal arguments that substantiated the non-taxable offshore status of their profits.

We lodged a formal objection with the Inland Revenue Department (IRD) and vigorously defended the position on the client’s behalf. Our strategic intervention successfully reversed the adverse outlook, securing approximately HK$10 million in direct tax savings.

We successfully represented a strategic investor in completing the cross-border acquisition of a premier air-conditioner manufacturing company in China, valued at HK$40 million.

To safeguard our client’s capital, our transaction advisory team conducted a rigorous, multi-year financial due diligence exercise. We meticulously audited historical financial statements, evaluated operational performance, and verified the target entity’s net asset value. By analyzing revenue quality, working capital dynamics, and hidden liabilities, our specialists uncovered critical valuation drivers that significantly strengthened our client's position during purchase price negotiations.

Equipped with our actionable intelligence and financial risk assessments, the investor successfully navigated the complexities of cross-border deal structuring. We empowered the client to optimize their bargaining leverage, minimize deal exposure, and seamlessly execute the HK$40 million transaction, securing a key strategic manufacturing asset to drive their long-term market expansion.

We served as the lead financial advisor for a key client embarking on a transformative merger and acquisition transaction, delivering comprehensive advisory services across the entire deal lifecycle.

To maximize transaction value and mitigate structural risks, our corporate finance team performed exhaustive financial analysis and evaluated strategic deal alternatives tailored to the client’s long-term commercial objectives. We conducted meticulous reviews of all principal agreements, identifying key valuation drivers and potential exposure points. Beyond financial oversight, our specialists drafted and finalized essential share transfer documentation, ensuring full compliance with regulatory frameworks.

Throughout the execution phase, we actively monitored the implementation process, coordinating closely with counter-parties to maintain momentum and resolve operational bottlenecks. By combining rigorous analytical diligence with hands-on transaction management, we effectively safeguarded our client's commercial interests, minimized integration friction, and delivered a seamless, value-accretive deal completion.

We were engaged by a Singapore-listed public corporation to execute a comprehensive internal control audit across its entire network of operational subsidiaries in Hong Kong and overseas, ensuring full compliance with international corporate governance standards and SGX Listing Rules.

Operating across multiple jurisdictions, our risk advisory team conducted an exhaustive evaluation of the group’s enterprise risk frameworks, operational workflows, IT general controls, and financial reporting mechanisms. Through rigorous testing and cross-border field evaluations, we identified critical operational efficiencies and potential risk exposure points within the subsidiary network.

The Independent Audit Committee fully endorsed our independent audit findings and implemented our tailored recommendations to strengthen internal control architecture group-wide. Our strategic insights enabled the board of directors to fortify governance frameworks, optimize cross-border risk management, streamline reporting protocols, and uphold investor confidence across international markets.

We successfully assisted a PRC business owner in obtaining a Hong Kong employment visa sponsored by his own HK limited entity under the General Employment Policy (GEP).

Navigating the stringent requirements for self-sponsored business entry, our immigration team managed the entire application process, leading all liaison and negotiations with the Inland Revenue and Immigration Department. We meticulously verified corporate documents, operational viability, and economic contributions to satisfy regulatory standards. Despite complex compliance checks, we successfully secured visa approval within 6 months, including a rapid 4-week turnaround by the Immigration Department upon final submission.

We successfully assisted a PRC individual holding over HK$30 million in trading securities to secure residency under Hong Kong’s New Capital Investment Entrant Scheme (New CIES).

Our team conducted a comprehensive financial evaluation, issuing the requisite CPA Net Asset Assessment Report to secure InvestHK verification and obtain Stage 1 Approval-in-Principle from the Immigration Department within 3 weeks. Following the client’s deployment of capital through an approved HK financial intermediary, we reviewed the portfolio and issued the required Permissible Investment Assets Compliance Report, securing Stage 2 Formal Approval in another 3 weeks.