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Travis Lee
Travis Lee
He/him/his
Partner
Private Client
I serve Ultra-High-Net-Worth-Individuals on complicated tax and accounting issues affecting their secession planning, worldwide investments and family business

I primarily advise clients from China, Hong Kong and other Asia regions given my previous background of working with a Big-Four firm in China and Hong Kong for 18 years.

My clients always find it useful for the one-stop-shop solutions which I offer to their individual and corporate matters. Over the past 18 years of practising, I have addressed the needs of numerous families and I am able to articulate tax concepts in a simple and down-to-earth manner. In addition, I help clients to resolve matters beyond tax and accounting every now and then with my extensive connection with other professionals in the UHNWI ecosystem.

UHNWIs have become more concerned on tax planning and compliance as part of the broader risk management strategy amidst the uncertainties around global economy. Many families are having family presence, wealth and assets around the world, especially those with multi-generation. They are fully aware of the recent rapid changes and updates on global regulatory requirements and information exchange which have substantial impact on their global footprint.

Specialist areas

Taxation of non-UK domiciled individuals Seting up a business in the UK Non-domiciled individual's wealth and succession planning Property tax

Qualifications and positions of note

Member of ICAEW Convenor of Taxation Faculty China Tax Sub-committee of HKICPA (2023/24) Institute of Hong Kong China Qianhai Tax Practitioner Licensing for Certified Tax Advisers of Hong Kong Member of the Hong Kong Institute of Certified Public Accountants Member of the Taxation Institute of Hong Kong

Contact Travis