(This course provides Chinese introduction only)
Content
遺產規劃
單元二：高淨值客戶的信託和全球稅務規劃
Estate Planning Module 2: Trust and Global Tax Planning for High Net Worth Clients
高淨值客戶的信託和全球稅務規劃在財務管理領域中扮演著重要的角色。信託是一種法律工具，用於保護和管理家族財富，同時實現資產保值和傳承的目標。通過建立信託，高淨值客戶可以在受益人和資產之間建立分離，以達到降低稅務負擔和保護資產的效果。
1. 信託作為財富保值與繼承規劃的工具
2. 信託的類型及其作用
3. 信託的建立：法律與實踐
4. 信託管理與帳戶
5. 受託投資及財務評估
6. 信託規劃的挑戰與機遇
7. 國際稅務規劃與合規
8. 稅務管理與規劃技巧
Enrollment
- Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
- Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.
* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.
- All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.
Notification of Class Commencement
Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement. Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1892 if you do not receive the notification and/or login information 3 working days## before the class commencement.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.
Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.
Certificate
Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher maydownload their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.
Note: Only electronic form of Certificate (“e-Certificate”) will be provided for virtual CPD short courses that commence on or after 1 May 2026. For enquiries, please call 2836 1922.
