Specialist Offshore Tax Planning Services for UK Companies
Managing taxes across multiple jurisdictions can be challenging. Each country applies different rules on income, profits, and investments, often leading to overlapping liabilities. Offshore tax planning helps structure assets and operations lawfully, ensuring that your profits remain protected and compliant.
Pearl Lemon Tax provides clear and practical offshore tax planning solutions for both businesses and individuals. We design structures that align with international tax regulations while maintaining efficiency and transparency. Whether establishing an overseas entity, managing global investments, or reducing exposure to multiple tax systems, our team ensures your financial affairs remain compliant and well-coordinated.
Our objective is to provide clarity, compliance, and confidence in every offshore tax decision you make.
Our Services
Our offshore tax planning services support businesses operating across borders and individuals managing international income. Each service is focused on compliance, asset protection, and achieving long-term tax efficiency through structured and lawful planning.
Offshore Company Structuring and Setup
Setting up an offshore company requires careful evaluation beyond tax rates. Each jurisdiction operates under specific corporate, reporting, and transparency rules.
We create offshore structures that support your business objectives while meeting global compliance standards.
Our services include:
Evaluating jurisdictions based on treaty benefits, credibility, and compliance standards.
Handling entity registration and preparation of constitutional documents.
Coordinating with local professionals for banking, licensing, and substance compliance.
Ensuring full alignment with controlled foreign company (CFC) regulations.
This ensures your offshore entity operates efficiently while maintaining compliance across all relevant jurisdictions.
Offshore Trusts and Foundations
Offshore trusts and foundations are effective tools for asset protection, succession planning, and managing global wealth efficiently.
As a trust tax advisor, we establish and administer trust and foundation structures that align with both personal and corporate objectives.
Our support includes:
Choosing the right jurisdiction based on trust laws and confidentiality standards.
Preparing trust deeds that comply with international tax transparency rules.
Coordinating with trustees, banks, and legal professionals for smooth administration.
Maintaining compliance with disclosure and reporting obligations.
Through structured offshore trusts and foundations, you safeguard assets, ensure continuity, and maintain control within global tax regulations.
Global Wealth Structuring
Managing assets across multiple jurisdictions can lead to confusion in taxation, compliance, and succession planning. Without coordination, it can result in double taxation or missed reliefs.
Through our wealth structuring and tax minimisation services, we help organise international assets, including real estate, investments, and ownership interests, to maintain clarity and efficiency.
Our service includes:
Reviewing existing asset portfolios and ownership arrangements.
Designing structures that reduce income and capital gains tax exposure.
Managing treaty claims for reduced withholding tax.
Coordinating estate planning for long-term asset protection and succession.
We ensure that every element of your global wealth is structured to meet both compliance requirements and financial objectives.
Controlled Foreign Company (CFC) Compliance
CFC rules are designed to prevent companies from shifting profits to low-tax jurisdictions. Many firms find themselves unintentionally caught by these rules due to ownership or control thresholds.
We review your group structure and ensure compliance with CFC regulations across all relevant jurisdictions.
Our compliance services include:
- Analysing ownership and control under local and OECD guidelines.
- Reviewing entity functions to confirm genuine economic activity.
- Preparing CFC reporting and disclosure documentation.
- Advising on restructuring to manage or eliminate exposure.
By staying ahead of CFC reporting, you prevent penalties and keep your offshore operations legally sound.
Offshore Investment and Income Planning
Offshore investments can offer solid returns, but without proper planning, they may create avoidable tax charges or compliance issues.
Through our offshore tax planning for property investors and international asset holders, we build clear investment strategies that align with both personal and corporate tax obligations.
Our planning includes:
Identifying jurisdictions with favourable investment tax treatment.
Advising on repatriation methods for income and dividends.
Reviewing foreign tax credit availability and relief claims.
Coordinating with financial institutions to maintain accurate reporting.
This approach ensures your offshore investments are arranged with clarity, compliance, and long-term stability.
Expatriate and Non-Domicile Tax Planning
Relocating or becoming a non-domiciled resident changes how income and capital are taxed across different jurisdictions. Handling residence and domicile correctly helps prevent double taxation and maintains control over international finances.
We support individuals moving to or from the UK with clear offshore planning guidance.
Our expatriate tax services include:
Determining residence status under statutory residency tests.
Advising on remittance basis planning and separation of offshore income.
Managing foreign asset disclosures in line with HMRC requirements.
Planning the repatriation of funds with careful consideration of tax impact.
Our approach keeps your position compliant while ensuring international income and assets are managed with accuracy and clarity.
Offshore Banking and Reporting Compliance
Financial transparency rules such as FATCA and CRS have added significant complexity to offshore banking. Every account, transaction, and entity is now subject to strict cross-border reporting requirements.
We manage banking setup, due diligence, and reporting obligations for offshore entities and individuals.
Our services include:
Coordinating account openings with compliant offshore banks.
Ensuring FATCA and CRS documentation is maintained accurately.
Preparing reports for automatic exchange of information.
Reviewing account structures to maintain lawful privacy.
We ensure your offshore banking stays compliant while supporting smooth management of international funds.
Offshore Exit and Repatriation Planning
Closing an offshore company, selling assets, or bringing profits back home can trigger tax liabilities if not managed correctly. Exit events require careful planning to avoid avoidable costs and compliance complications.
We create structured exit strategies that reduce tax exposure and support smooth transitions.
Our exit planning includes:
Reviewing capital gains exposure under both local and home-country rules.
Advising on liquidation, merger, or relocation of offshore entities.
Coordinating the transfer of assets back into domestic ownership.
Preparing required exit filings and supporting documentation.
With planned repatriation, you maintain control over tax outcomes and ensure a clear, compliant transition.
Why Choose Us
We approach offshore tax planning as a structured and fully compliant process, not as secrecy or avoidance. Our team applies technical knowledge with practical application, ensuring every arrangement aligns with international reporting and regulatory standards.
We support multinational groups with extensive entity structures as well as families managing cross-border assets. Each engagement begins with a clear assessment of your objectives, existing arrangements, and compliance obligations. From there, we develop practical and defensible solutions that fit your operational needs and long-term plans.
Industry Statistics That Matter
- Around 60% of multinational companies use offshore structures for operational efficiency and compliance.
- Over 100 jurisdictions have now adopted the OECD’s Common Reporting Standard.
- HMRC issues more than 2,000 offshore disclosure requests each year.
- Businesses with formal offshore governance reduce compliance penalties by up to 45%.
- Properly managed offshore entities report 30% lower administrative costs compared to unstructured setups.
Schedule a consultation to discuss how offshore tax planning can strengthen your global position.
Frequently Asked Questions
Yes, we monitor rule changes, manage recurring tasks, and maintain a consistent compliance pathway so your offshore setup remains stable.
We review the situation, highlight issues, and guide you through corrective steps to stabilise your offshore obligations.
We review your situation, outline the structure that fits your needs, prepare all documents, and handle each step so the setup process moves forward without confusion or delays.
We handle the paperwork, prepare connected filings, and clarify the steps needed to keep the offshore property structure aligned with requirements.
Yes. We plan repatriation, liquidation, and restructuring events to reduce tax exposure and simplify transitions.
Partner with Offshore Tax Consultants Who Understand Global Structures
Managing taxes across jurisdictions doesn’t have to be a guessing game. With our offshore tax planning services, you gain legal clarity, financial efficiency, and long-term control. Whether you’re protecting assets or expanding operations, we’re here to make every step compliant and practical.
Book a consultation today to review your offshore position and start planning with confidence.
