Taxation Advisory

We provide strategic, discreet, and technically sound tax advisory services to high-value individuals, family offices, multinational corporations, and investment entities. Our firm is uniquely positioned to offer Caribbean-focused tax guidance with international reach, ensuring compliance, optimization, and preservation of wealth across borders.

Corporate & International Tax Structuring

Cross-Border Tax Planning
Structuring transactions and business operations to minimize tax exposure across multiple jurisdictions.

Entity Structuring & Reorganisation
Designing tax-efficient holding companies, SPVs, and operating entities tailored to your commercial objectives.

Real Estate & Land Development Tax Advisory
Advisory on tax implications of resort, hotel, marina, and villa projects including land transfer taxes and capital gains.

Transfer Pricing & Intra-Group Arrangements
Review and structuring of related-party transactions to ensure arm’s-length compliance and mitigate tax risk.

Private Client & Wealth Tax Planning

Caribbean Residency & Tax Optimisation
Advisory on tax residency, citizenship-linked investment strategies, and jurisdiction selection.

Trusts, Foundations & Estate Tax Planning
Structuring and administration of trusts and succession vehicles to preserve generational wealth.

High-Net-Worth Tax Advisory
Guidance on income structuring, dividend and capital gains optimization, and offshore investment strategies.

Tax-Efficient Exit & Liquidity Planning
Planning for sales of businesses or assets, inheritance, and wealth transfers with reduced tax leakage.

Transactional Tax Advice

Mergers & Acquisitions
Full tax due diligence, structuring, and risk mitigation for buyers and sellers in cross-border transactions.

Property Acquisitions & Disposals
Stamp duties, land transfer taxes, VAT/GST, and indirect tax guidance for both personal and corporate transactions.

Joint Ventures & Strategic Alliances
Structuring to align with investment goals and optimize tax efficiency for all participants.

Regulatory Compliance & Representation

Tax Filings & Compliance Advisory
Assistance with tax filings, statutory disclosures, and proactive compliance strategies.

Tax Audits & Dispute Resolution
Representation before tax authorities and tribunals in relation to audits, assessments, and appeals.

Economic Substance & CRS Advisory
Advising on compliance with economic substance rules and Common Reporting Standards (CRS) in relevant jurisdictions.

Withholding & Cross-Border Reporting Obligations
Ensuring compliance with tax reporting and retention rules on foreign-source payments.

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