Winning at the Finish Line: Planning and Legacy Series Module 2: Greater Bay Area heritage planning

Course Code:

PE4200856

Start Date:

To Be Advised

Hours:

3.0

Level:

Short Course

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

(This course provides Chinese objectives only)

Module 2: Greater Bay Area Heritage Planning

本課程旨在介紹遺產規劃及其在中港的應用。隨著港人更多前往大灣區生活、工作、旅遊，以至置業。完成課程後，學員應能認識到退休後，港人在內地生活或持有內地資產下的法律含義，以及遺產規劃注意的重點。

Content:

- 跨境遺產規劃
- 遺囑：內地與香港
- 無遺囑死亡：內地與香港
- 生前安排資產
- 真實案例及內地遺產稅展望

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

2025/07/02

Date: 2.7.2025
Time: 2:00pm-5:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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