Direct & Indirect Tax Compliance and Advisory Services

Direct & Indirect Tax Compliance and Advisory Services

Comprehensive Tax Solutions for You or Your Business 

Navigating the complexities of direct and indirect tax compliance can be challenging for individuals and businesses of all sizes. At Equiom, we offer global insight combined with local knowledge to help our clients address a wide range of tax advisory needs or challenges they may need support on. Our aim is to build effective structures that work in harmony with efficient tax strategies, ensuring compliance and optimising your financial outcomes. 

Our Services 

Equiom’s experienced teams provide a comprehensive range of tax services tailored to meet the specific needs of private clients, institutional asset managers, multinational corporations, or SMEs. Our services include: 

Direct Tax Services 

• Tax Advice and Support: We offer ongoing tax advice for individuals, companies, and trusts, covering inheritance tax, income tax, capital gains tax, corporation tax and payroll taxes 
• Residence and Domicile Issues: Guidance on residence and domicile matters to ensure compliance with local regulations 
• Disclosures and Enquiries: Support with tax disclosures and handling enquiries from tax authorities in both the Isle of Man and the UK 
• Specialist Tax and Estate Planning: Expert advice on estate planning and specialised tax matters 
• Business Structures: We assist with onshore and offshore business structures, ensuring optimal tax efficiency 
• Annual Tax Compliance: Comprehensive annual tax compliance services to keep your business up to date 
• Real Estate Tax: Tax planning and compliance for real estate investments and property developments 
• Transactions and restructuring tax advice 
• International Tax – advising on the global mobility of employees, cross border advice and OECD initiatives (such as BEPS Pillar 2) 
• FATCA and CRS: Consultancy and training on FATCA and CRS requirements 
• Non-UK Settlements: Advice on tax matters for non-UK settlements 
• Tax Risk Management: Managing tax risks including UK corporate criminal offence, UK trust register, due diligence, and EU substance requirements 

Indirect Tax Services 

• VAT and Customs Advisory services: Professional guidance on Commercial property including Stamp Duty Land Tax (SDLT), Yachts and Aircraft, e-Gaming, FinTech, trading companies and financial services transactions.  Also offering detailed technical VAT and Customs opinions and support in relation to Tax Authority technical rulings   
• VAT Compliance Services:  Expert representation with Tax authorities, VAT registration for individual entities or groups, comprehensive VAT return compliance services, the design and management of partial exemption special methods to optimise VAT recovery while minimising risk and cost, as well as Making Tax Digital (MTD) VAT compliance and health assessments   
• Importation of goods: Luxury asset importation support including yachts and aircraft into the UK and EU 
• Indirect Tax Dispute Resolution Services: Rebutting VAT & Customs Duty assessments wrongly imposed by United Kingdom, Isle of Man or European Union Tax Authorities and facilitation of tax authority technical rulings
• VAT Agent Services: United Kingdom, Isle of Man or European Union VAT agent services as necessary
• VAT and Customs governance: risk and assurance reviews to ensure good VAT and Customs governance 
• Customs Procedures: Advice on special customs procedures including, Suspension Regimes (Customs Warehouse and or Inward Processing), Temporary Admission procedures and cross border transiting of goods  
• United Kingdom and European Union VAT invoice compliance to optimise VAT relief  
• VAT Training: Training for in-house finance and tax teams to enhance their understanding of VAT reporting and compliance obligations 

How We Can Help 

Equiom’s Direct and Indirect Tax Compliance and Advisory Services are designed to support your business in managing its tax obligations robustly. By partnering with us, you gain access to a team of technical experts dedicated to ensuring your tax strategies are both tax optimum and compliant . 

Our direct tax services provide comprehensive support for all your tax needs, from individual and corporate tax advice to estate planning and annual compliance. We work closely with your professional advisors to build structures that minimise tax liabilities and enhance financial performance. 

In the area of indirect tax, our VAT and Customs Duty services ensure you remain compliant with all relevant regulations. We offer strategic advice and practical support, from planning and transactional advice, offering Tax Authority dispute resolution services to acting as your VAT agent and handling complex customs procedures. Our training services equip your in-house teams with the knowledge they need to manage VAT effectively. 

With Equiom, you can focus on growing your business while we handle the complexities of tax compliance and planning. Let us help you navigate the ever-changing tax landscape, ensuring your business remains compliant and financially healthy. 

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing. 

Other related services

• Wealth Structuring & Succession Planning

• Trustee & Fiduciary Services

• Family Office Services

• Private Foundation Services

• Financial Accounting & Reporting Services

• Wills, Will Trusts, Probate, Executorship Services