Strategic Planning Tips

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Clients considering Hong Kong’s CIES should act quickly. With over 1,200 applications submitted within the first year of relaunch, policy tightening may be imminent. Locking in a compliant investment portfolio now ensures grandfathering under the current framework.

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Combining fund and bond investments with a capped commercial real estate allocation provides both regulatory compliance and yield optimization. Investors should structure holdings through family trusts or corporate vehicles when seeking long-term estate planning benefits, especially if they aim to consolidate assets offshore.

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For families, early inclusion of children helps with school registration, medical planning, and long-term strategic location flexibility. Investors who aim for permanent residence should track physical presence carefully and maintain consistent ties to Hong Kong over the seven-year horizon.

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