Moving between countries
Residence and the timing of a move, and how it affects income, investments and family members in other countries.
Fractional tax advisory by PBF
Your tax team, within your business.
Within is a senior tax team that works as part of your family office or business, and gets to know your affairs from the start.
We sit alongside your accountants, lawyers and trustees, so tax is weighed early, while a decision can still change.
Our senior people have decades in international tax, and they draw on PBF’s specialists with the discretion private families and boards expect.
WithinYour tax team
- North America
- Europe
- LATAM
- Middle East
- Africa
- Asia Pacific
Some of the questions we look at with you.Some of the questions we look at with you.
Families and businesses bring us different questions, and in each case we work alongside the advisers you already trust.
Holding and passing on wealth
The tax implications of companies, trusts and foundations, and how assets or distributions pass to family members.
Investing, entry and exit
Tax due diligence before you invest, and the tax questions around entering an investment and later leaving it.
Reporting across borders
Residence declarations and cross-border reporting, including CRS and FATCA, from a consistent view of the family’s affairs.
Ongoing tax compliance
Keeping your tax compliance up to date, working alongside your accountants and local advisers.
Operating across borders
Tax exposure as people, contracts and payments cross borders, with local corporate tax, withholding and treaty questions brought into decisions about where and how the group operates.
Acquisitions, refinancing and listings
We identify the tax questions early in an acquisition, a refinancing, a restructuring or a listing.
Transactions within the group
How group companies charge for goods, services, loans and intellectual property, involving transfer-pricing specialists for policy, benchmarking and documentation where needed.
Oversight of the tax function
Reviewing the positions behind returns, guiding the finance team on tax questions and testing whether the supporting evidence will stand up to scrutiny.
Ongoing tax compliance
Tax compliance kept up to date and consistent across the group, working with your finance team and local advisers.
UAE free zone questions
Questions about the UAE qualifying free zone regime for your group companies and their investments, worked through with your CFO and UAE advisers.
How Within fits into your team.Within your team.
Within
Your retained tax team, familiar with your affairs and available as decisions arise.
Your existing advisers
Your accountants, lawyers and trustees continue their work, with Within alongside them.
PBF specialists
Specialist projects draw on PBF’s wider practice.
Expertise in complex matters.Our experience.
One of the most experienced teams in the world for complex matters.
PBF is an independent specialist international tax practice. Within brings that experience into an ongoing relationship with your team.
Its people bring experience from industry, revenue authorities, the OECD, Big Four firms and academia. Your retained team draws on the expertise your affairs require.
40+
Years in international tax, Dr Peter Wilson
75+
Countries’ tax laws advised on
4
Doctorates across the team
Meet your team
Dr Peter Wilson
Partner
More than forty years in international tax across Sydney, London, New York and Dubai. Chartered accountant and Chartered Tax Adviser.
Rob Garrett
Partner, Within
TIGER 21 Family Office Group Chair and founder of Asian Future (500+ family offices), with 15 years in family office relationships globally.
Hozefa Rashid
Senior International Tax Adviser
More than 25 years in tax as a chartered accountant and US CPA, including head of tax in real estate and senior roles in oil and gas. Has advised across more than 30 countries.
Dr Alicja Reuben
Transfer Pricing Lead
More than 20 years in tax, with a PhD from Columbia Business School and Big Four senior manager roles on three continents. Has trained tax authorities in Saudi Arabia and the UAE.
Dr Leopoldo Parada
Senior Of Counsel
Reader in Tax Law at King’s College London. Advises governments and international organisations on tax policy.
One annual retainer.Your retainer.
A team that knows your affairs
Ongoing tax advice within your agreed mandate, ongoing tax compliance and routine correspondence with tax authorities.
A clear start. An agreed agenda.Getting started.
The first 90 days are shaped around your priorities. We agree the initial work and what it will produce.
Start the conversation- 01
Your tax agenda.
A view of the entities, countries, advisers and live decisions involved, with the issues needing attention identified.
- 02
An agreed action plan.
The questions to resolve, the work required and who is responsible for each action.
- 03
Reporting that works for you.
An agreed reporting schedule, with progress, open questions and upcoming decisions brought back to you.
A few practical questions.Your questions.
How is Within different from a PBF engagement?
Within is an ongoing relationship with a retained tax team, under an agreed scope. A separate PBF engagement covers a specific project. For example, routine correspondence with a tax authority can sit within your retainer.
Does this replace our accountant or local advisers?
Your accountants and lawyers retain their roles. We agree how Within will work with them and who is responsible for tax advice, local filings and any specialist assignments.
What does the retainer cover?
Ongoing tax advice and routine tax-authority correspondence within your agreed mandate. We set out the countries, entities, work and capacity covered before starting.
Who will we work with?
You retain access to a senior tax team rather than depending on one individual. We agree how you contact the team, how work is coordinated and how continuity is maintained.
How do we begin?
We start with a private discussion about your international affairs, existing advisers and upcoming decisions. If the service is a good fit, we agree a written mandate and onboarding priorities.
Your mandate sets out the work included, and we talk through any larger specialist project with you before it starts.
Let’s arrange a first conversation.Let’s arrange a first conversation.
Tell us what you are deciding and who advises you today, and we will arrange a first conversation with the right people.
Talk to WithinIntroductions welcomed from families, companies and their advisers.Enquiries are handled by PBF.