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Property Rates vs. Stamp Duty in Hong Kong: Clarifying the Confusion

5月 23, 2025 Michael Lee, CTA Comments Off

📋 Key Facts at a Glance

  • Property Rates: Recurring quarterly tax based on rateable value (5-12% annually for domestic properties)
  • Stamp Duty: One-time tax on property transactions (HK$100 to 4.25% of purchase price)
  • Major 2024 Reform: BSD, SSD, and NRSD abolished from February 28, 2024
  • Government Rent: Additional 3% of rateable value for certain properties
  • Progressive Rating: Affects only domestic properties with rateable values above HK$550,000

Are you confused about the difference between property rates and stamp duty in Hong Kong? You’re not alone. Many property owners and buyers mix up these two essential charges, leading to budgeting surprises and compliance headaches. In this comprehensive guide, we’ll demystify both taxes, explain their distinct purposes, and show you exactly what to expect when buying or owning property in Hong Kong. Whether you’re a first-time buyer or a seasoned investor, understanding these charges is crucial for smart financial planning.

Understanding Property Rates: Your Recurring Ownership Cost

Property rates are a recurring tax that property owners or occupiers pay throughout their ownership. Unlike stamp duty (which is a one-time charge), property rates are billed quarterly and continue for as long as you own the property. The Rating and Valuation Department (RVD) administers these charges, which fund essential local government services like street cleaning, public lighting, and community facilities.

What Exactly is Rateable Value?

The rateable value is the cornerstone of property rates calculation. It represents the estimated annual rental value of your property in the open market, assuming it’s vacant and available for rent. The RVD determines this value by analyzing comparable rental transactions in your area, considering factors like:

  • Location: Proximity to transportation, schools, and amenities
  • Property Characteristics: Size, age, condition, and quality of finishes
  • Market Conditions: Current rental trends in your neighborhood
  • Management Standards: Quality of building maintenance and facilities
⚠️ Important: Rateable values are updated annually. For the 2024-25 assessment year, the valuation reference date is October 1, 2023, with values effective from April 1, 2024. You can check your property’s current rateable value on the RVD’s Property Information Online (PIO) website.

Progressive Rating System for Domestic Properties

Hong Kong introduced a progressive rating system for domestic properties starting from the 2024-25 assessment year. This system affects only properties with higher rateable values, while the majority of homeowners continue to pay the standard rate.

Property Type Rateable Value Range Rate Percentage
Non-Domestic (Commercial) All values 5%
Domestic (Residential) First HK$550,000 5%
Next HK$250,000 (HK$550,001 – HK$800,000) 8%
Above HK$800,000 12%

Key Insight: Approximately 98% of private domestic properties in Hong Kong have rateable values below HK$550,000, meaning they continue to pay the flat 5% rate. Only about 42,000 properties (1.9% of the total) are subject to the progressive rates.

Government Rent: The Additional Charge

In addition to property rates, certain properties are subject to government rent at 3% of the rateable value. This charge applies to:

  • Properties in most areas north of Boundary Street in Kowloon
  • Properties in the New Territories and Outlying Islands
  • Land leases granted after May 27, 1985

The RVD collects government rent quarterly alongside property rates, making it a combined payment for affected properties.

💡 Pro Tip: Set up a direct debit with the RVD for automatic quarterly payments. This ensures you never miss a payment and avoid the 5% surcharge on overdue amounts.

Understanding Stamp Duty: Your One-Time Purchase Tax

Stamp duty is fundamentally different from property rates. It’s a one-time tax payable only when you acquire property in Hong Kong. The Inland Revenue Department (IRD) administers stamp duty, and it’s calculated based on the purchase price or market value of the property (whichever is higher).

The 2024 Stamp Duty Revolution

On February 28, 2024, Hong Kong implemented one of the most significant property tax reforms in over a decade. The government abolished three major demand-side management measures:

  • Buyer’s Stamp Duty (BSD): Previously 15% for non-Hong Kong permanent residents
  • Special Stamp Duty (SSD): Previously 10-20% for sales within 36 months
  • New Residential Stamp Duty (NRSD): Previously 15% for Hong Kong permanent residents buying additional properties
⚠️ Important: As of February 28, 2024, all property transactions in Hong Kong are subject only to Ad Valorem Stamp Duty (AVD) at Scale 2 rates. There is no longer any differential treatment based on residency status, property type, or whether you’re buying your first or subsequent property.

Current Stamp Duty Rates (Effective from February 26, 2025)

The Hong Kong government further enhanced property market accessibility by raising the threshold for the HK$100 stamp duty. Here are the current AVD Scale 2 rates:

Property Value Stamp Duty Payable Effective Rate
Up to HK$4,000,000 HK$100 ~0%
HK$4,000,001 – HK$4,428,570 HK$90,000 + 10% of excess over HK$4,000,000 Graduated
HK$4,428,571 – HK$6,000,000 3.00% of property value 3.00%
HK$6,000,001 – HK$6,720,000 HK$180,000 + 10% of excess over HK$6,000,000 Graduated
HK$6,720,001 – HK$20,000,000 3.75% of property value 3.75%
HK$20,000,001 – HK$21,739,120 HK$750,000 + 10% of excess over HK$20,000,000 Graduated
Above HK$21,739,120 4.25% of property value 4.25%
💡 Pro Tip: Always use the IRD’s official stamp duty calculator or consult a professional to determine the exact amount payable. Stamp duty must be paid within 30 days of signing the sale and purchase agreement to avoid penalties.

Side-by-Side Comparison: Property Rates vs. Stamp Duty

Aspect Property Rates Stamp Duty (AVD)
Frequency Recurring (quarterly payments) One-time payment upon purchase/transfer
Calculation Basis Rateable value (estimated annual rental value) Purchase price or market value (whichever is higher)
Rate Range 5-12% of rateable value (annual) HK$100 to 4.25% of purchase price
When Payable Throughout property ownership At time of property acquisition
Who Pays Property owner or occupier Property buyer
Administering Authority Rating and Valuation Department (RVD) Inland Revenue Department (IRD)
Purpose Fund local government services Generate revenue and regulate property market
Applies To All properties (residential and commercial) Property transactions (purchase/transfer)

Real-World Examples: Putting It All Together

Example 1: First-Time Buyer Purchasing a Mid-Range Property

Scenario: Hong Kong permanent resident buying a HK$6,000,000 residential property with a rateable value of HK$300,000 (subject to government rent)

Cost Type Calculation Amount
Stamp Duty (One-time) HK$6,000,000 × 3.00% HK$180,000
Property Rates (Annual) HK$300,000 × 5% HK$15,000
Government Rent (Annual) HK$300,000 × 3% HK$9,000
Total Annual Recurring Cost HK$15,000 + HK$9,000 HK$24,000
Quarterly Payment HK$24,000 ÷ 4 HK$6,000

Summary: This buyer pays HK$180,000 once at purchase, then HK$24,000 annually (or HK$6,000 quarterly) for as long as they own the property.

Example 2: Non-Resident Buying Luxury Property (Post-2024 Reform)

Scenario: Non-Hong Kong permanent resident buying a HK$25,000,000 luxury property with a rateable value of HK$1,200,000 (subject to government rent)

Cost Type Calculation Amount
Stamp Duty (One-time) HK$25,000,000 × 4.25% HK$1,062,500
Property Rates (Annual) First HK$550,000 × 5% = HK$27,500
Next HK$250,000 × 8% = HK$20,000
Remaining HK$400,000 × 12% = HK$48,000
HK$95,500
Government Rent (Annual) HK$1,200,000 × 3% HK$36,000
Total Annual Recurring Cost HK$95,500 + HK$36,000 HK$131,500
Quarterly Payment HK$131,500 ÷ 4 HK$32,875
⚠️ Important: Before February 28, 2024, this non-resident buyer would have paid an additional 15% BSD (HK$3,750,000), making the total stamp duty HK$4,812,500. The 2024 reforms saved this buyer HK$3,750,000!

Common Questions Answered

Q1: Do I pay property rates if my property is vacant?

Yes. Property rates are chargeable whether or not the property is occupied. Both the owner and occupier are liable, though in practice, the liability depends on the tenancy agreement. In the absence of any agreement to the contrary, the occupier is responsible for rates.

Q2: Can I get a refund on stamp duty if I sell my property quickly?

No. Stamp duty is a one-time tax paid upon acquisition. Unlike the old SSD regime (which penalized quick sales), there is now no additional duty for selling within a specific period. However, the original stamp duty paid at purchase is non-refundable.

Q3: As a non-Hong Kong permanent resident, do I still pay higher stamp duty?

No. Since February 28, 2024, all buyers (regardless of residency status) pay the same AVD rates under Scale 2. There is no longer a BSD surcharge for non-permanent residents.

Q4: What happens if I don’t pay property rates?

Failure to pay property rates can result in serious consequences. The RVD may:

  • Impose a 5% surcharge on overdue amounts
  • Take legal recovery action through the court
  • Register a charging order against the property

Key Takeaways

  • Property rates are recurring quarterly charges (5-12% of rateable value), while stamp duty is a one-time tax on property transactions (HK$100 to 4.25% of purchase price)
  • The progressive rating system only affects domestic properties with rateable values exceeding HK$550,000 – impacting just 1.9% of properties
  • Major 2024 reform: BSD, SSD, and NRSD were abolished on February 28, 2024, creating a level playing field for all buyers regardless of residency status
  • As of February 26, 2025, properties up to HK$4 million incur only HK$100 in stamp duty, significantly reducing costs for first-time buyers
  • Government rent (3% of rateable value) is an additional recurring charge applicable to certain properties, collected alongside property rates
  • The RVD administers property rates and government rent, while the IRD handles stamp duty – consult the appropriate department for specific queries
  • Always budget for both upfront and ongoing costs when purchasing property in Hong Kong

Understanding the distinction between property rates and stamp duty is essential for anyone involved in Hong Kong’s property market. While stamp duty represents a significant upfront cost when purchasing property, property rates are the ongoing financial commitment of ownership. With the 2024 reforms simplifying the stamp duty structure and making property more accessible to all buyers, now is an excellent time to review your property investment strategy. Remember to consult with qualified professionals and use official government resources to ensure accurate calculations and compliance with all tax obligations.

📚 Sources & References

This article has been fact-checked against official Hong Kong government sources and authoritative references: