Advisory Services
Navigating tax, relocation or structuring decisions requires clarity and expertise. Across Summit Group, we work closely with trusted legal and tax advisers to ensure smooth implementation and compliance in every jurisdiction we operate.
We also provide in-house support, offering guidance informed by local knowledge and technical expertise.
Advisory services by jurisdiction
We provide a full range of tax compliance and advisory services for Jersey and UK-resident individuals through our in-house specialists. Our team supports clients with annual and one-off tax filings, capital gains calculations and ad-hoc planning around relocation, property ownership or structural changes. We also work with entrepreneurs and high-net-worth individuals relocating to Jersey, from initial applications and tax returns to family and multi-generational wealth planning.
Alongside compliance, we help trustees and directors implement tax advice in practice – monitoring offshore structures to ensure they operate efficiently and in line with obligations such as Economic Substance and the Common Reporting Standard. Our tailored approach gives clients confidence that every aspect of their Jersey or UK tax position is understood and managed with care.
For individuals and businesses establishing themselves in the UAE, we offer practical support informed by local knowledge. Through our Sanctuary team, this includes relocation and visa processes, property matters, and business structuring – ensuring affairs are managed clearly and compliantly from day one. Our specialists also advise on the impact of the new UAE Corporate Tax regime and the opportunities available through UAE tax residency and double taxation agreements. This combination of practical support and technical expertise helps you establish a secure base in the region, with confidence that both immediate needs and long-term considerations are managed.