Strategic Financial Guidance for a Tax-Efficient Future
Dubai’s dynamic economy and business-friendly tax policies make it one of the most attractive destinations in the world for entrepreneurs, investors, and high-net-worth individuals. But even in a low-tax jurisdiction, proper financial and tax planning is essential for long-term success.
At Monarch Global Consultants, we provide strategic tax and financial planning services tailored to your personal and business goals. With a deep understanding of UAE regulations and international tax frameworks, we help you stay compliant, minimise liabilities, and optimise your financial performance with confidence.
Why Tax & Financial Planning Matters in Dubai
While the UAE has long been known for its zero-tax regime, recent developments such as the introduction of a 9% corporate tax mean that businesses and individuals must now plan ahead to ensure compliance and efficiency.
Here’s why tax and financial planning is crucial:
- Corporate tax is now a reality for eligible businesses
- International income and residency obligations still apply to many expats
- Global investors need strategies to manage cross-border taxation
- Regulatory requirements are becoming more complex
- Proactive planning helps you avoid penalties and maximise returns
With Monarch, you’ll gain the insight and structure needed to navigate these changes while securing long-term financial stability.
Our Tax & Financial Planning Services
We provide a comprehensive range of services to support individuals and businesses at every stage of their journey:
Corporate Tax Planning
- Business structuring to legally reduce tax exposure
- Preparation for UAE corporate tax obligations
- Forecasting and advisory to manage future tax impact
International Tax Advisory
- Cross-border tax planning for global income
- UAE tax residency certificate assistance
- Advice on double taxation agreements
Personal Wealth Planning
- Strategies for asset protection, inheritance, and retirement
- Succession planning for families and business owners
- Expat-focused financial advice
Financial Forecasting & Budgeting
- Budget creation and performance tracking
- Cash flow analysis and future planning for SMEs and start-ups
VAT & Compliance Advisory
- VAT registration, filing, and reclaim guidance
- Identifying applicable exemptions and optimising VAT processes
Monarch delivers audits that add real value, not just satisfy regulatory obligations.
Who Needs Tax & Financial Planning?
Whether you're building a business or safeguarding your personal wealth, tax and financial planning is essential for:
- Business Owners: Ensure your company structure supports efficiency and compliance
- Expatriates & Global Investors: Navigate international tax regulations confidently
- SMEs & Start-Ups: Build a financially sound business from day one
- Freelancers & Consultants: Manage VAT responsibilities and income tracking
- High-Income Individuals: Preserve wealth through proactive planning
Example: An entrepreneur expanding operations to Europe may face complex tax exposure; our advisory services can help restructure ownership and reduce risk.
Our Process: Simple, Stress-Free & Strategic
We handle every step with clarity and precision:
- 1Initial ConsultationUnderstand your financial goals and unique requirements.
- 2Review & Analysis Examine income sources, business structures, and obligations.
- 3Custom Strategy Develop a tailored tax and financial plan aligned with your goals.
- 4Implementation Execute the plan - from registrations to filings and budgeting.
- 5Ongoing Advisory Receive regular updates, compliance checks, and future planning support.
With Monarch, there’s no guesswork. We guide you through every detail so you can focus on growing your business and securing your future.
Why Choose Monarch Global Consultants?
Clients across Sri Lanka, the UAE, and beyond trust Monarch for expert advice and unwavering support.
- Over 10 Years of Experience in the UAE’s financial and regulatory landscape
- Specialist Knowledge of UAE corporate tax, VAT, and international planning
- End-to-End Support from consultation to compliance
- Transparent and Ethical Service - no hidden fees, no surprises
- Multilingual Team with a deep understanding of local and global markets
Whether you’re an entrepreneur or an investor, we simplify financial strategy so you can make confident decisions.
Tailored Tax & Financial Planning Packages
We offer flexible and personalised service packages, including:
- Start-Up Advisory: Get your finances in order from the ground up
- Ongoing Support Plans: Annual compliance, reporting, and planning reviews
- International Wealth Management: Cross-border financial and tax optimisation
All packages come with clear pricing and are customised based on your goals.
FAQs
Do I need to pay corporate tax in Dubai?
Yes - if your business meets the UAE’s criteria (typically annual profits exceeding AED 375,000), you may be subject to a 9% corporate tax.
Can foreigners benefit from UAE tax planning?
Absolutely. Foreign investors and expatriates can leverage Dubai’s favourable tax regime with proper planning.
What documents are needed for a tax planning consultation?
Typically, passport copies, business licences, financial statements, and proof of income or investments.
How does VAT work in the UAE?
VAT is charged at 5% on most goods and services. Businesses earning over AED 375,000 annually must register and file VAT returns.
Can Monarch help with global tax advice?
Yes. We support clients with international income and help mitigate double taxation and compliance risks.
Ready to Take Control of Your Financial Future?
Book your free consultation with Monarch Global Consultants today and discover how smart tax and financial planning can transform your business or personal finances.
Whether you're starting up or scaling globally, our expert team will guide you every step of the way, ensuring peace of mind, compliance, and sustainable growth in Dubai.