Tax and legal services

The PwC firms in the Caribbean offer a full suite of tax and legal services.

Tax

Local, regional and global tax knowledge and capability

PwC tax teams across the Caribbean help companies manage tax policy, planning, accounting, reporting and compliance. With access to a network of PwC firms in 157 countries, we have broad knowledge of US and international tax laws, transfer pricing, indirect taxes and cross-border issues. This means that we can support you locally, regionally and globally, wherever you require tax advice.

No matter what your type of business, we can help. Our diverse client base comprises multinationals, local corporations, privately owned organisations, entrepreneurs, family businesses, trusts, partnerships and private individuals.

Industry focus

In each territory, we focus on key industries. For example, in Bermuda and Cayman Islands, we serve many commercial (re)insurers, captive insurance companies and offshore investment funds. Because of the focused nature of our tax practice, our experienced professionals can provide you with industry-specific, value-added advice.

US tax preparation

Our tax practices also offer a full range of US tax services to US expatriates, including tax planning, preparation of required federal income tax returns and estate planning.

Tax policy and compliance

We help companies across all industries resolve tax disputes, develop tax policies and achieve greater transparency into those policies. Our tax advisors are exceedingly well versed in the taxation policies and legislation across the Caribbean.

You’ll benefit from our holistic approach to tax consulting, which combines industry insight with the technical skills of financial and tax specialists, economists, lawyers and other in-house experts to develop comprehensive integrated solutions for your business.

Tax services

  • International tax planning and structuring
  • Tax dispute settlement
  • Transfer pricing issues
  • Independent legal review
  • Business restructuring and reorganization
  • Compliance (corporate and personal)
  • Tax advocacy
  • Tax registrations
  • Exchange control applications
  • Immigration and relocation services
  • Mergers and acquisitions
  • Captive life cycle

Corporate services

From small proprietorships and statutory bodies to large local, regional and multinational corporations, our professional corporate services teams can assist you with a range of corporate secretarial, entity governance and compliance services. Our teams of attorneys and chartered corporate secretaries within the Caribbean work closely with our global PwC network to cover the full business life cycle that begins with entity creation.

Entity creation, governance and management

If you’re forming a new company, we’ll work with your tax advisors and legal counsel to achieve compliance with all relevant laws and regulations and advise you on how to structure your business. For public companies, we’ll help with you develop articles of incorporation, bylaws, a prospectus and any required registrations and licenses.

Then we’ll help you with governance. We can assist with board training, advise on board and committee structure and best practices, and evaluate board and director effectiveness.

To help you manage your business, we provide corporate secretarial and board support, agency services and compliance guidance.

Corporate restructuring, mergers and acquisitions, and dissolution

When your company pursues mergers and acquisitions or restructuring, we’ll help you meet statutory requirements and provide advice on the optimal structure for your business. To help you gain investor confidence, we’ll deliver these services with professionalism, independence, efficiency, transparency and integrity. When you need to dissolve or liquidate subsidiaries, we’ll help you complete the necessary pre-dissolution transactions.

Legal services

  • Entity formation and licensing
  • Company secretary/registered agent
  • Share registration and transfer agency
  • Corporate restructuring
  • Intellectual property protection
  • Franchises
  • Corporate governance
  • Trust administration
  • Corporate mobility
  • Liquidations and dissolutions
  • Board and shareholder meetings coordination and minutes taking