Wealth Management Division·Long-termActive
Tax-Aware Ownership Structure
Decide whether each asset class sits with an individual, the family holding company or a pension vehicle based on tax rates, reliefs and transferability.
- Desk
- Tax Advisory
- Book
- Ownership structuring
- Horizon
- Long-term · 5+ years
- Last reviewed
- 11 Sept 2026
Thesis
In Vietnam individuals pay 0.1% on securities sale proceeds and 5% on dividends; companies pay 20% CIT on capital gains but receive dividends from other companies tax-free. The right structure saves several percentage points a year without changing the underlying investments.
Rules
Entry
Every asset class gets a 3-structure tax comparison before first deployment.
Exit
Review when tax law changes (see Regulatory) or when scale crosses a threshold.
Sizing
Not applicable.
Risk limits
- No structures at risk of being deemed evasion; always a written tax opinion
KPIs
- Fund-wide effective tax rate falls year on year
- Zero tax penalties
Instruments
- Individuals, LLC holding company, supplementary pension, insurance
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