Overview
What is Tax Planning & Advisory?
Tax planning evaluates a proposed or ongoing transaction under applicable law before positions are taken. It is different from concealment or artificial arrangements and should be supported by commercial facts and documentation.
Why it matters
Key advantages
- Better visibility of cash-tax impact
- Lawful use of available structures and incentives
- Fewer surprises during filing or assessment
Preparation
Typical documents and information
The final checklist is confirmed after an eligibility review. Commonly requested items include:
- Business and ownership profile
- Proposed transaction documents
- Historic returns and assessments
- Financial projections
- Residency, related-party and cross-border information where relevant
Process
How the service works
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01
Define the commercial objective and alternatives
We confirm the information, dependencies and evidence needed for this stage before moving ahead.
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02
Identify direct, indirect and withholding-tax issues
We confirm the information, dependencies and evidence needed for this stage before moving ahead.
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03
Model tax and compliance outcomes
We confirm the information, dependencies and evidence needed for this stage before moving ahead.
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04
Document the selected position and approvals
We confirm the information, dependencies and evidence needed for this stage before moving ahead.
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05
Review implementation and subsequent reporting
We confirm the information, dependencies and evidence needed for this stage before moving ahead.
After completion
Ongoing responsibilities
Revisit advice when facts or law change, retain contemporaneous evidence and obtain specialised opinions for material, uncertain or cross-border positions.
Common questions
Frequently asked questions
Is tax planning & advisory the right option for me?
It depends on your entity, activity, location and objective. We first review those facts and flag other registrations or approvals that may be a better fit.
Are government fees included?
Government, stamp, certification and third-party charges vary by application. Any professional quote should identify these separately before work begins.
How long will the process take?
Timing depends on document readiness, portal availability, department review and whether queries or inspections arise. We provide a practical estimate after reviewing the case, but authority approval dates cannot be guaranteed.
What happens after submission?
We track available status updates, coordinate replies to routine queries within scope and share the acknowledgement or approval. Material objections, hearings or specialist opinions may require a separate scope.