About
Lulu specialises in advising private clients and family offices on succession planning, tax and trust structuring, wealth preservation, and family governance across Greater China and internationally.
Lulu has extensive experience in relation to family trusts and employee benefits trusts. She is familiar with the trust and tax considerations that arise across multiple jurisdictions and has particular experience advising Chinese clients on cross-border succession and trust matters. She also supports clients with the establishment of trust companies in Hong Kong.
Her tax expertise includes advising on tax compliance and planning for tax efficiency under Hong Kong's territorial profits tax system as well as on the implications of the foreign-sourced income exemption (FSIE) regime. She also assists with CRS reporting obligations applicable to family structures.
In addition, Lulu advises on wills and estate planning matters and assists clients with applications under Hong Kong's talent admission and investment immigration schemes.
Lulu is admitted to practise in Hong Kong and is a full member (TEP) of the Society of Trust and Estate Practitioners (STEP). She speaks fluent English, Cantonese and Mandarin.
Experience
Canadian tax planning and non-resident trust structures
- Advising on Canadian tax matters relating to non-resident trusts, including granny trust arrangements, pre-immigration planning and Canadian tax residency issues.
Hong Kong tax planning and advisory
- Advising corporate and individual clients on Hong Kong tax matters, including profits tax and tax residency issues.
Family governance, family office establishment and trust structuring
- Advising high-net-worth individuals on family governance matters, including the establishment of family offices, preparation of family charters, trust deeds and letters of wishes.
Pre-IPO and post-IPO trust structuring
- Advising founders of Hong Kong listed companies on pre- and post-IPO trust structures, covering succession planning, tax, securities disclosure, compliance and Takeovers Code considerations.
Regulatory advisory for institutional trustees
- Advising institutional trustees on Hong Kong registration, licensing, disclosure of interests filings and other regulatory compliance matters.
Trust company establishment and TCSP licensing
- Advising on the establishment of trust companies in Hong Kong, including Trust or Company Service Provider (TCSP) licensing applications and related regulatory compliance matters.
Wills, probate and estate administration
- Advising on wills, probate and estate administration matters, including the preparation of probate applications and related documentation.
Hong Kong Immigration and Relocation Planning
- Advising individuals and their families on applications under Hong Kong's talent admission and investment immigration schemes, including the New CIES, Admission Scheme for Mainland Talents and Professionals, the Top Talent Pass Scheme and other relevant programmes.
Asset protection and restructuring
- Advising on the implementation of tax-efficient asset protection structures and corporate restructuring arrangements for high-net-worth individuals.
Charitable foundations
- Advising on the design, establishment and ongoing operation of charitable foundations in Hong Kong and the UK.
