Moving between countries
Review residence and the timing of a move, including how it affects income, investments and family members in other countries.
Working with your family office, accountants and local tax advisers.
Global tax expertise. Within your team.
Senior tax expertise for your family office or corporation, without building an in-house tax team.
An ongoing relationship, with an agreed scope, level of access and annual fee.
Discuss your tax needsWithinYour tax team
- North America
- Europe
- LATAM
- Middle East
- Africa
- Asia Pacific
What we can help you with.How we help.
Ongoing advice on the tax questions and decisions facing your family office or corporation.
Holding and passing on wealth
Assess the tax implications of companies, trusts and foundations, and how assets or distributions pass to family members in different countries.
Working with your lawyers, trustees and family office.
Investments and business exits
Discuss the tax questions around a proposed purchase, investment or sale. Substantial transaction work is separately scoped with PBF.
Working with your investment team, lawyers and transaction advisers.
Reporting across borders
Review residence declarations and cross-border reporting obligations, including CRS and FATCA. Help those preparing the filings work from a consistent view of the family’s affairs.
Working with your accountants, trustees and banking contacts.
Questions from tax authorities
Help with routine correspondence and supporting records, coordinating with local advisers. Formal disputes are handled through a separate PBF engagement.
Working with your accountants, local advisers and legal counsel.
Operating across borders
Assess tax exposure as people, contracts and payments cross borders. Bring local corporate tax, withholding and treaty questions into decisions about where and how the group operates.
Working with your CFO, finance team and advisers in each country.
Acquisitions, funding and restructuring
Identify the tax questions early and help define the specialist work required. Acquisitions, refinancings and complex restructuring are separately scoped with PBF.
Working with your finance, deal and legal teams.
Transactions within the group
Review how group companies charge for goods, services, loans and intellectual property. Involve transfer-pricing specialists for policy, benchmarking and documentation where needed.
Working with your finance team and transfer-pricing advisers.
Oversight of the tax function
Review the positions behind returns, guide the finance team on tax questions and test whether the supporting evidence will stand up to scrutiny.
Working with your in-house tax team, accountants and local advisers.
Enquiries and disputes
Handle routine tax-authority questions and coordinate the supporting facts. Formal disputes and appeals are separately scoped with PBF’s specialists.
Working with your finance team, local tax advisers and legal counsel.
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, under a separately agreed engagement.
Expertise in complex matters.Our experience.
One of the most experienced teams in the world for complex matters.
PBF Global Tax 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 of international tax experience
Dr Peter Wilson
75+
Countries’ tax laws advised on
Dr Peter Wilson’s career
4
Doctorates across the team
Including Of Counsel
Meet your team
Dr Peter Wilson
Partner
Four decades advising across Sydney, London, New York and Dubai. Experience with the tax laws of more than 75 countries.
Rob Garrett
Partner & Advisor
Exec Chair, TIGER 21 Family Office Division. Founder, Asian Future (500+ family offices). Managing Partner, Hezar Ventures. 15 years in family office relationships globally.
Hozefa Rashid
Senior International Tax Adviser
Former Head of Tax in industry and Big Four senior adviser. More than twenty years in tax, with experience across 30+ countries.
Dr Alicja Reuben
Transfer Pricing Lead
Columbia Business School PhD. Former Big Four senior manager across three continents; has trained Saudi and UAE tax authorities.
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.
Retain a senior tax team with a clear remit and an annual fee agreed before we start.
Discuss your retainerA team that knows your affairs
Ongoing tax advice and routine correspondence with tax authorities, within an agreed scope.
The access you need
Choose five-day coverage or seven-day Platinum access. We agree contact arrangements, response expectations and capacity with you.
A clear scope and annual fee
We agree the countries, entities and ongoing work covered, with priorities and reporting shaped around your needs. Fees are discussed privately.
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 and annual fee. A separate PBF engagement covers a specific project. For example, routine correspondence with a tax authority can sit within your retainer; a formal dispute is agreed separately.
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 annual 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. One-off transactions and formal disputes are separately scoped.
What are the access options?
Five-day coverage or seven-day Platinum access. Both have agreed contact arrangements, response expectations and fair-use limits. Availability does not mean unlimited work or an immediate response.
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, annual fee and onboarding priorities.
Tell us what you’re considering.Let’s talk.
Tell us what you’re deciding and who advises you today.
We’ll discuss where Within can help.
Introductions welcomed from families, companies and their advisers.Enquiries handled by PBF Global Tax.