Our Company
A quiet place to learn something important
Dragon Ledger was built around a single observation: most Hong Kong residents in their 40s and 50s have never had the opportunity to understand their own tax position — and most find the experience of trying to learn frustrating rather than helpful.
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How Dragon Ledger came to be
Dragon Ledger was established in Quarry Bay with the specific purpose of making Hong Kong's tax system legible to the people who live inside it. The founders came from backgrounds in tax compliance, financial education, and adult learning — and shared a frustration that available courses either aimed at professionals or skimmed the surface in ways that left participants no more confident than before.
The business opened with one course — Hong Kong Tax Essentials — and spent the first year running small cohorts, collecting feedback, and rewriting every section that did not land clearly. The Cross-Border and Retirement Planning courses followed as participants from that first cohort returned asking for the next step.
The name reflects something deliberate. A ledger is a record — meticulous, ordered, honest. The dragon is the figure most closely associated with Hong Kong's character: capable, particular, local. Together they describe an approach: careful attention to what is actually true about your financial situation, applied to the specifics of living and working in this city.
We operate from offices in Cityplaza One. We do not have a salesforce, we do not run advertising that uses urgency tactics, and we do not sell any financial product. The business is sustained by participants who find the courses worth paying for.
Specialist Courses
Weeks of Structured Content
Participants Enrolled
Jurisdiction-Specific Content
What We Stand For
Mission and values
Our mission
To give Hong Kong residents the knowledge they need to understand their own tax position — clearly, honestly, and at a level of detail that is actually useful. Not to replace professional advice, but to make participants better clients of the advisers they work with.
No conflicts of interest
We earn our income from course fees, not from product sales or referral arrangements. This means the content can be written to serve the learner's understanding rather than any commercial outcome.
Depth over breadth
We have three courses, not thirty. Each one has been written carefully, tested with real participants, and revised to address what was unclear. We would rather do a small number of things well than expand into every adjacent topic.
Respectful of your intelligence
Our materials treat participants as capable adults. We explain things thoroughly because tax is genuinely complex — not because we assume you cannot follow a careful argument.
The Team
The people behind the courses
William Lau
Founder & Course Director
Fifteen years in Hong Kong tax compliance before moving into financial education. Writes all course content and oversees curriculum development.
Susan Chan
Cross-Border Specialist
Background in international tax at a mid-size firm, with particular focus on residents holding UK and Australian assets. Leads the Cross-Border course module development.
David Mo
Participant Experience Lead
Coordinates course scheduling, participant communications, and feedback review. Previously in corporate learning and development for a regional financial institution.
Our Standards
How we maintain course quality
Annual content review
Every course is reviewed each year against the current IRD rules, allowance thresholds, and MPF contribution limits. We update examples when relevant figures change.
Participant feedback cycles
We ask structured questions at the end of each module and after course completion. Sections that consistently generate confusion are rewritten before the next cohort.
Clear scope boundaries
We are explicit about what our courses do not cover, and we do not stretch beyond our competence. Where a topic requires professional advice, we say so directly.
Data privacy
Participant information is held only for as long as necessary for course administration. We do not share personal data with third parties for marketing purposes.
PDPO compliance
Our data practices comply with Hong Kong's Personal Data (Privacy) Ordinance. Participants can request access to or deletion of their personal information at any time.
Accurate sourcing
All tax references in course materials are sourced from IRD publications and current Hong Kong legislation. We do not cite commentary without also pointing participants to primary sources.
Tax understanding for a particular decade
Hong Kong residents in their 40s and 50s occupy a specific position in the tax landscape. Salaries tax is usually well-understood at a surface level, but the detail — how allowances interact, when property income becomes assessable, how MPF contributions affect the calculation — often remains opaque. The stakes are higher in this decade than in earlier ones, because the decisions made now about retirement structure, asset location, and property ownership will shape the tax picture for the twenty or thirty years that follow.
Dragon Ledger's courses address this period directly. They are written for people who are financially engaged — who read carefully, think about their own situation, and want to understand the reasoning behind the rules rather than simply follow a checklist. The tone throughout is measured and the examples are drawn from circumstances that Hong Kong residents in mid-career will recognise.
Our location in Cityplaza One places us at the heart of east Hong Kong Island — convenient for residents of Quarry Bay, Tai Koo, Shau Kei Wan, and the broader eastern corridor. Course materials are delivered online, so participants across the territory complete the same programme regardless of where they live or work.