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Individual Tax PDF Print E-mail

KEDP’s Department of Personal Taxation has long had a high reputation for its solid base in personal tax services since its founder, Peter Lu, first established this specialized section in Taiwan. In the 1980s, Peter foresaw that high-income earners would need increasingly specific personal taxation consulting services to make better taxation and wealth management plans, due to their changing business scale and area. Then in the 1990s, Peter learned the commercial close ties between Taiwan and China would definitely bring more opportunities for personal taxation business, so he grasped the chance to look westward to China to explore the potential of the personal taxation market prior to other tax advisory corporations.

In the fast-changing international business environment and more complex circumstances, personal taxation and global assets are greatly influenced and cannot be arranged in a one-way model but need a more comprehensive and meticulous plan by professionals with international tax experiences to promptly respond to global changes.

The clients our personal taxation consulting team serves are throughout Asia and North America, such as Taiwan, China, Singapore, Hong Kong, Japan and the United States. Thus our professionals are proficient in tax laws and asset management in these countries and are confident to solve cross-border tax problems. KEDP perseveres in high-quality tax services, so we conduct internal education and training on the most relevant tax regulations and policy adjustments in Asia and North America, hoping to provide customers with legal tax advice and planning both domestic and abroad. Our services include:

- Estate &gift tax filing

KEDP has long devoted to family tax planning and served lots of high-end entrepreneurs and prestigious families in Taiwan and China, and thus KEDP has substantial experience in estate and gift tax planning, both domestic and cross-border. KEDP chairman, Peter Lu, knows well that due to the Chinese traditional values and multi-considerations towards family wealth heritage, there is a distinct peculiarity of providing tax services for this group. Peter Lu highly emphasize besides possessing expertise, KEDP staff have to hold a positive service attitude when facing clients’ tax and wealth management problems, so “putting yourself in other’s shoes” is our best service policy.

As for Taiwan’s Estate and Gift tax regulations, please refer to the Ministry of Finance on the estate tax issued by the relevant laws and answers:

- Real estate &succession registration, planning &management

Real estate and inheritance issues take a considerable proportion of family wealth management, and they are even more complicated since nowadays the population and personal properties are flowing between countries, especially for those descendents of Taiwan and China immigrants. Most of these immigrant descendants know little about their previous generations’ real estate and personal properties back in their home countries due to the language barrier and being unfamiliar with other countries’ tax regulations, so they usually cannot properly handle administrative matters. KEDP has had served clients both in Taiwan and cross-border to assist them in dealing with real estate and inheritance issues, and we can provide comprehensive consulting services.
To know more about Taiwan’s administrative process of land and housing inheritance, please refer to the Ministry of Finance’s website.

- Individual asset planning

KEDP has long assisted high-end individuals to carry out personal asset planning, and we can efficiently combine financial resources from the professionals in various countries, such as Taiwan, China, the United States, Hong Kong, Singapore, Japan, and Malaysia, etc. and properly allocate personal assets globally in accordance with individual needs. KEDP is always ready to adapt to changes in the global environment flexibly to help individual customers to achieve the purpose of Optimizing asset preservation.

- Heritage Trust planning

KEPD knows well that Chinese people expect their future generations can sustain the family fortune and avoid disputes while in the actual handling family assets, so we recommend a family trust be the best tool to manage family wealth. With many years of mature experience in family heritage and wealth management, KEDP has served a qualified intermediator between clients and Taxation Bureau. KEDP also specialized in domestic and international estate and trust planning, positively seeking for opportunities to cooperate with US cpas and attorneys, and now KEDP has had alliance with trust companies and specializes cpas and attorneys in the US to help Chinese people set up a trust to manage their wealth based on distinct needs and functions. If a family can set up a trust as soon as possible, they can manage their family wealth sustainably, avoid disputes in family, have the advantages of tax-saving, and also prevent dilemmas caused by the sudden death of their loved ones.

 

 

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