Simplifying the Affairs of Wealthy Individuals & Families

Find out how our services can meet your needs

About Sanctuary Advisory

We work closely with clients so that we fully understand their objectives and goals. Our experienced team can advise on all aspects of UK tax and ownership of worldwide assets to protect wealth for future generations.

We also have a network of trusted external advisers allowing us to provide clients with multi-jurisdictional tax advice via a single point of contact, ensuring a cohesive and simplified outcome.

The Advisory team is headed by Leonie Kerswill, an ex-PWC London tax partner, who has been advising clients in the region for over a decade.

Our team are all UK trained qualified chartered accountants and chartered tax advisers, with the private client specialists also being members of STEP (the Society of Trust and Estate Practitioners).

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Services

UAE Corporate Tax

The UAE Government introduced Corporate Tax with effect from 1 June 2023, the first direct tax to be levied in the Country, and the first major tax update since the introduction of VAT in 2018. Corporate Tax will impact every UAE company as well as some individuals and foreign entities.

Our team of experienced tax specialists can advise on the legislation’s impact on new and established businesses, and on how to prepare for and comply with its requirements. We also offer ongoing tax administration and compliance services.

Corporate Restructuring

Many companies and their owners focus on the successful growth of their business without having time to consider whether they are optimally structured to meet their objectives. For example to facilitate international expansion, exit, or for passing down to the next generation. This is particularly relevant following the introduction of UAE Corporate Tax.

Our team can help to identify options and strategies to help future proof your business and create flexibility for the future.

Moving to the UK

Whether you are moving to the UK for the first time or returning to the UK after a period of living overseas, we provide full and practical advice to cover all aspects of UK income and capital taxes for individuals, trusts and corporate structures.

We specialise in the UK taxation of non-UK domiciled individuals, assisting clients with clean capital planning and running of overseas accounts to help minimise their UK income and capital gains tax position whilst in the UK.

Relocating from the UK to Dubai

Many people look to relocate to Dubai, be it to expand their business or for a better quality of life for them and their family.

If you are relocating from the UK, there are actions that you will need to take to successfully remove yourself from the UK tax regime. UK tax is driven by residence and our Advisory team has extensive experience both in providing residence advice and in dealing with HMRC enquiries into residence.

Our Onshore team can also advise on all aspects of company set up and visa applications.

UAE Tax Residency

Recent changes to the UAE’s tax residency legislation may open the possibility for more individuals and companies to qualify for the advantages of the UAE tax residence. A tax resident of theUAE can access the benefits of the vast array of double taxation agreements that the UAE has in place with other jurisdictions.

We can advise you of the potential benefits of being a UAE tax resident and assist you acquiring a UAE tax residency certificate.

Double Taxation Agreements

If you split your time between the UK and the UAE (and other jurisdictions) or have income or gains arising in a country outside of your usual country of residence, you may be subject to double taxation.

Where you are tax resident in two jurisdictions at the same time, and there is a double taxation agreement between those countries, you may be able to reduce your overall tax burden.

Out team can help identify any potential issues and possible tax savings,  and also explore achieving UAE tax residence to take advantage of  the UAEs many double tax agreements.

Succession Planning

Succession planning is often overlooked but it is an essential and fundamental part of the strategy of family run businesses.

We work with families to help them work through and arrive at a succession strategy that is in the interests of both the business and the family.

Domicile Opinions

Understanding your domicile is crucial for estate planning and your exposure to UK taxes. Domicile is often confused with residence or nationality but these are different concepts.

Domicile can also be an important factor in deciding whether different wills are required to deal efficiently with specific assets.

Our team's expertise extends to providing UK domicile opinions and connected advice.

Owning UK Property

The tax rules that apply to UK property have changed significantly over the last decade, making it important to take advice well in advance of purchasing a property, particularly a high value one.

Whether you are purchasing a property for personal or business use, looking to start a property portfolio, purchasing land for development, or already own UK real estate, our team can advise you to ensure that this is best structured to suit your objectives and circumstances.

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Our advisory services are provided via Sanctuary Advisory services, the trading name of Alderley Global LLC. Alderley Global LLC is an ICAEW member firm (registration number C009016375).