Offshore & Onshore Planning
We advise on the integration of offshore and onshore structures — designing a cohesive planning framework that aligns your assets across jurisdictions for tax efficiency, regulatory compliance and long-term resilience.
Planning Scope
- Offshore structure selection & jurisdiction design
- Onshore wrapper & holding entity advisory
- Tax treaty network & residency alignment
- Substance planning for offshore entities
- CRS/FATCA & transparency compliance
- Onshore-offshore capital flow design
Our Advisory Services
Jurisdiction Architecture
We design the combination of offshore and onshore entities that best serves your tax residency, asset location and succession objectives — with each jurisdiction selected for a specific, documented reason.
Substance Planning
We advise on economic substance requirements for offshore entities — real presence, decision-making, local directors — to ensure your structure withstands regulatory and tax authority scrutiny.
Tax Treaty Alignment
Positioning your holding and personal structures to benefit from tax treaty networks — withholding tax reduction, capital gains treaty protection, double tax relief — without aggressive positions that attract challenge.
CRS & FATCA Compliance
Mapping your structure against Common Reporting Standard and FATCA reporting obligations — ensuring you are compliant, informed and not surprised by automatic information exchange disclosures.
Onshore Wrapper Design
Advisory on onshore holding entities — UK companies, UAE mainland entities, EU operating structures — that sit above or alongside offshore vehicles to satisfy local regulatory and banking requirements.
Capital Flow Architecture
Designing how capital moves between onshore and offshore entities — dividends, loans, service fees, capital repatriation — with documentation that satisfies banks, regulators and tax authorities in every jurisdiction.
Built for Real Outcomes
The distinction between "offshore" and "onshore" has blurred significantly in the past decade. The real distinction today is between compliant and non-compliant — between structures that are disclosed, substantive and transparent, and those that are not.
We design offshore and onshore structures for the world as it is today: with automatic information exchange, beneficial ownership registers and global minimum tax. Every structure we advise on is built to withstand scrutiny.
Jurisdictions We Advise On
- UAE — zero income tax, ADGM and DIFC regulated structures
- BVI — flexible offshore holding, VISTA trust capability
- Cayman — preferred for complex fund and trust structures
- Jersey & Guernsey — established common law wealth planning
- Luxembourg — EU-compliant holding and SICAV structures
- UK — non-domicile planning, LLP and company structures
Why Clients Use Offshore Structures
- Tax treaty access and withholding tax reduction
- Asset protection from home country creditors
- Currency and political risk diversification
- Privacy within CRS-compliant frameworks
- Succession planning across multiple jurisdictions
What We Deliver
- Offshore-onshore structure design memo
- Jurisdiction rationale matrix
- CRS/FATCA compliance map
- Substance planning checklist
- Capital flow design document
How We Work
Residency & Domicile Review
We map your tax residency, domicile and the jurisdictions in which you hold assets or have obligations.
Structure Mapping
We design the offshore-onshore architecture with jurisdiction rationale for each entity.
Compliance Assessment
We map CRS/FATCA, substance and reporting obligations across the full structure.
Documentation & Coordination
We coordinate with legal and tax counsel in each jurisdiction to document the structure correctly.
Frequently Asked
Ready to Align Your Offshore and Onshore Structures?
Our team designs integrated planning frameworks across UAE, BVI, Cayman, Jersey, Luxembourg and UK — compliant, efficient and built to last.