Advisory Services

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.

Let’s discuss your requirements.

Contact us to see how we can support you.

How we help you manage your wealth

PROVEN EXPERTISE

With decades of experience across private, corporate and fund clients, our team brings clarity, care and cross-border knowledge to complex wealth. Defined by expertise, we help you navigate every step with confidence.

SOLUTIONS FOR CONTINUITY

We help you plan with lasting impact. Our structures are designed to evolve with your circumstances and priorities – ensuring control and confidence across generations.

CLIENT CARE

Our uncompromising approach to client care means we put you at the heart of everything we do. We take time to understand what matters most, delivering service that is truly personal.

STEADFAST DEDICATION

Many of our clients and colleagues have been with us for decades – a testament to relationships built on trust, service, and loyalty that lasts.

IMPARTIAL SOLUTIONS

As an independent firm, we are not tied to any bank or adviser. Our priority is acting in your and your clients’ best interests, with impartial advice and solutions tailored to individual needs.

UNRIVALLED TRANSPARENCY

Trust us to communicate openly and respond promptly, keeping you informed at every stage. Our transparency builds understanding and confidence in changing times.