Hong Kong
Taiwan
VietnamWhy plan again after immigrating?
A new status can change your tax residence, reporting obligations and how wealth passes on. Arrangements that suited you before may not suit you now.
Four areas to review
| Area | Questions |
|---|---|
| Tax | How income, dividends and gains are taxed; whether overseas accounts must be reported |
| Asset allocation | Whether the portfolio still fits; currency and regional mix |
| Succession | Whether wills, trusts and family office structures meet the new legal requirements |
| Children | Education funding, where they’ll study, and buying property there later |
Timing
| When | What |
|---|---|
| Before immigrating | Review asset structure and tax impact, ideally before status takes effect |
| When status is granted | Update account details and reporting |
| After moving | Review investments and succession regularly |
Common mistakes
- Discovering after the fact that large overseas assets must be reported.
- A succession structure that doesn’t fit the new legal position.
- A portfolio concentrated in one currency.
GI Group’s one-stop service
Beyond immigration, GI Group can handle tax planning, asset management and succession, overseas education and overseas property together, so your status, wealth and next generation are planned as one.