How we work
A move across borders, or a structure that spans them, brings in a dozen people: tax advisers in 2 countries, lawyers, banks, registries, trustees and the family itself. Each knows its own piece. We hold the whole of it: a single plan and timetable, and one person at the firm you deal with from the first conversation to the annual filings.
The Full Mandate
Under a Full Mandate, we take responsibility for the whole matter. We work out what needs to happen and in what order, introduce the licensed specialists your plan needs, coordinate their work, and track each step against the agreed timetable.
1. A confidential consultation
We start with where your family stands today: the countries you live, work and hold assets in, your business, your homes, and what you want to change. Nothing is committed at this stage.
2. The plan
We set out the decisions in front of you and the order they need to be taken in, with the deadlines that fix that order. We show who will handle each one and when. You approve the plan before any document is signed.
3. The team
For each regulated step, we introduce a licensed specialist, such as a tax adviser, a law firm, a private bank or an insurer. You appoint and contract with each one directly, and we coordinate their work with the rest of your plan. Where a trust is the right answer, you appoint the trustee, usually a licensed trust company, and we work with them.
4. Delivery
Your point of contact coordinates the work from start to finish. Some steps we carry out directly:
- forming and administering UAE companies, including RAK ICC companies
- keeping company accounts
- advising on UAE tax
The specialists carry out the rest, and we keep everyone working to the same timetable.
5. Afterwards
Residence, tax and succession rules change, and so do families. We handle the companies' annual registry filings, accounts and renewals, and review the structure when the law or your family changes.
Who does what
| Marlborough Gulf | Licensed partners | |
|---|---|---|
| Planning the move or structure, and its order | ✓ | |
| Coordinating every adviser and deadline | ✓ | |
| UAE company formation and administration, including RAK ICC | ✓ | |
| Accounting and bookkeeping for your companies | ✓ | |
| UAE tax consultancy | ✓ | |
| UK tax advice and UK tax returns | UK tax advisers | |
| Wills, legal drafting and contracts | Law firms | |
| Acting as trustee | Licensed trust companies | |
| DIFC and ADGM foundations | Licensed registered agents | |
| Private banking and investment management | Banks and wealth managers | |
| Insurance | Licensed insurers and brokers |
If you need one thing done
Not every family needs a Full Mandate. We also take on single pieces of work:
- forming a UAE or RAK ICC company
- keeping a company's books
- advising on UAE tax
- designing a structure for your existing advisers to put in place
Marlborough Gulf does not give investment, pension or insurance advice. Regulated services are provided by licensed firms, who contract with you directly.