Tax structuring advisory
The review starts with the facts: assets, shareholdings, residence, family, banking, risk and objectives. The output is a documented review path with options, exclusions and implementation steps.
Services
Tax structuring advisory for entrepreneurs, companies and family wealth.
Each service hub explains motive, review points, documentation and expected output. The site gives orientation and does not replace case-specific tax or legal advice.
Foundations & succession
Foundation structures are reviewed together with purpose, control, beneficiaries, tax classification, governance, banking and ongoing administration.
Holding, partnerships & reorganisations
Holding companies, partnerships, contributions, share swaps, blocking periods, trade tax and later sale or distribution scenarios are reviewed as one structure.
International tax, exit & UAE
Residence, place of management, permanent establishment, CFC, exit tax, UAE corporate tax, free-zone substance and banking need to match.
Banking, KYC, substance & asset protection
Structures must remain bankable: source of wealth, source of funds, UBO logic, governance, decision-making and payment flows need consistent documentation.
Inheritance tax, valuation & business succession
Business assets, administrative assets, valuation, relief, holding periods, family governance and liquidity are reviewed before succession steps are implemented.
VAT & operating models
Operating models are reviewed for VAT groups, intercompany services, input tax, mixed supplies, holding functions and cross-border service flows.
Output
The result is a decision file, not a generic note.
Structure memo with assumptions and open pointsDocument list for bank, tax and implementationOption comparison with benefits and limitsClear next steps for foundation, holding, exit or banking questions