Our Services
PB First Global Tax is, first and foremost, only a tax advisory firm. We are your trusted partner for global and domestic tax advice. Whether you’re an individual seeking personalised tax advice or a business aiming to optimise your tax strategy, including dealing with a dispute with a tax authority, our team of experienced tax professionals are here to help.
Our team of experts consists of highly skilled tax advisors who stay up-to-date with the latest tax laws and regulations. With our in-depth knowledge and extensive experience, we provide strategic and reliable tax advice tailored to your specific situation.
We have a Client-Centric Approach: At PB First Global Tax, our clients are at the centre of everything we do. We strive to provide exceptional service and build long-lasting relationships based on trust, transparency, and integrity. Each client is provided with a personalised approach because we recognise that every client is unique, and we take the time to understand your individual circumstances and goals. By offering personalised solutions, we can help you minimise risk, and achieve optimal tax efficiency.
Whether you require assistance with international tax planning, domestic tax compliance, or resolving complex tax issues, we offer a wide range of services to address all your tax-related needs.
Schedule a consultation today and let us be your trusted partner for all your global and domestic tax advisory needs.
Global & Domestic Tax Advice
Dispute Resolution & Tax Litigation Support
Collective Investments
Mergers, Acquisitions, Group Restructuring
Intra Group & Listed Financing
International Asset Ownership & Structuring
Pillar 2
Other Services
Global & Domestic Tax Advice
At our firm, we understand that taxation is not merely an obligation but also an opportunity. With a team of highly skilled professionals, including tax advisors, accountants, and legal experts, we offer comprehensive services tailored to your unique circumstances. Our deep knowledge of domestic, international and global tax laws and our commitment to staying abreast of the latest regulatory developments enable us to provide informed and strategic advice.
Dispute Resolution and Tax Litigation Support
When disagreements arise with taxation authorities, as they inevitably do, we assist in resolving these issues, whether by adopting traditional approaches through filing objections and discussions with the Tax Authority or by resorting to supplementary procedures, including formal appeals through the legal system or arbitration. We provide detailed and well-thought-through advice directly for our clients or support our client’s existing advisors.
The differences of opinion may relate to value-added tax, corporation income tax, personal taxation or customs duty. They may be administrative or financial, and they may relate to taxes or penalties. They may also be domestic or cross-border and involve mutual agreement procedures or something more complex.
Our dispute resolution team has many members: the first is an English King’s Counsel who is also a part-time judge. We have two further members, each of whom has a PhD in taxation. We also have financial and investigating accountants. Where permitted by law or by regulations, we make the appeal directly to the Tax Authority or a Tribunal outside the Tax Authority. We do this directly with the assistance of the King’s Counsel when he has relevant audience rights and when he does not, then alongside carefully chosen local advocates who do. Whether we have audience rights or not, our team prepares the file, attends the Court or Tribunal when permitted or liaises directly with the Authority.
Our UAE dispute resolution and tax litigation support team is unique: we are the only firm with two PhDs in tax and a King’s Counsel.
Collective Investments
PB First Global Tax is here to advise on tax decisions for your collective investments, from stocks, bonds, real estate and commodities. Many of our clients are investors and have access to a broader range of investment opportunities and benefit greatly from our professional tax advice.
Mergers, Acquisitions, Group Restructuring
Our experts provide tailored tax planning strategies for mergers, acquisitions and group restructuring, helping you minimise your tax liability. Whether you are planning an acquisition or are prepping your exit plan, we can help optimise your financial well-being.
Intra Group & Listed Financing
Our team have a wealth of experience and provides valuable and strategic advice on the taxation considerations of intra-group financing and Listed financing. We carefully evaluate each financing method’s advantages, risks, and costs and choose the approach that aligns with your specific financial taxation objectives, capital structure, and regulatory environment.
International Asset Ownership & Structuring
International asset ownership and structuring involves managing and organising assets across different jurisdictions to optimise tax efficiency, protect assets, and achieve specific financial objectives. Our taxation advice support covers Asset Protection, Estate Planning and Regulatory and Compliance issues. We provide tailored advice based on your specific circumstances, assist in selecting the appropriate structures, and assist in ensuring compliance with applicable laws and regulations in each jurisdiction. Additionally, we can regularly review and adapt your asset ownership and structuring strategies as circumstances change to help you comply with the changing environment to maintain the effectiveness and legality of your arrangements.
Family Offices
We can provide comprehensive tax advisory services to high-net-worth individuals or families on their family office structure, investments, distributions including Foundations and Trusts. We can assist in advising on the best tax strategies to manage the financial affairs and preserve the wealth of the family across generations. Family offices can bring complex financial needs, and our team has the experience and expertise to assist.
Education & Training Services
We delight in passing knowledge on taxation to our clients, team members, students, and the general public. Our approach does not address general taxation concepts, these have always been readily available to you.
We are specialists. We focus on what we believe, after many years of experience, are the important and significant practical matters. The ones that may apply to you.
We do this via in-house taxation training courses for our team members, dedicated and specialist courses for our clients and industry lobby groups., We make knowledge available, for example, by working with the ACCA for the UAE Ministry of Economy or by presenting courses to wider groups through specialist bodies, i.e., the Innovation Experts Real Estate Institute. Additionally, we share knowledge through LinkedIn, blogs, and the wider media.
Two of our team members have PhDs in taxation. One is a dedicated tax academic already teaching students. Another member publishes every two weeks in a national newspaper. There is no better-qualified group in the UAE for companies, their employees or interested persons to learn taxation from.
FATCA, CRS Economic Substence
The world of tax and business affairs and personal structuring has become more transparent. Governments now have FATCA, CRS and Economic Substance as tools to learn more about your taxation affairs. We advise clients on how these rules apply to them, the information about them which will be shared and the consequences of inaccurate or incomplete information being shared. We also assist clients completing forms to be uploaded to UAE Government Portals on FATCA, CRS and Economic Substance and forms to be supplied to the US Internal Revenue Service to obtain reduced US withholding taxes.
Pillar 2
Pillar 2 is the buzzword for international tax transparency and minimum global taxation. Much is unknown and much is new and there is much uncertainty. We advise clients on the Pillar 2 implications in the UAE and elsewhere and the opportunities to restructure their business groups to take advantage of safe harbours and in due course will assist clients prepare Pillar 2 returns.
Other Services
PB First Global Tax are tax advisers only but if a client requires services including but not limited to mainland or free zone company formation, accounting or auditing services, wealth management, business consulting, AML risk and compliance services and many more, then we assist our clients by sharing a list of firms providing these services which other clients have worked with. All these firms are financially independent from PB First and we have no structural interest in those firms. Just get in touch with our team, and we can provide some firm names.