Bookkeeping for holding companies and family offices

Holding companies and family offices own shares, property and other investments, often across several entities and countries. We keep investments, intercompany balances and dividends in order and make sure Corporate Tax exemptions are supported.

Common challenges we fix

  • Several entities with balances owed between them
  • Dividends and gains from UAE and foreign investments
  • Corporate Tax registration even with little or no tax
  • Consolidated reporting for owners

What we handle for you

  • Investment registers for shares, funds and property
  • Dividends and gains recorded with supporting documents
  • Intercompany balances reconciled every month
  • Participation exemption conditions documented
  • Consolidated reports for owners
  • Corporate Tax registration and returns for every entity

Frequently asked questions

Are dividends taxed under UAE Corporate Tax?

Dividends from UAE companies are generally exempt. Dividends and gains from other shareholdings can be exempt under the participation exemption when conditions are met, such as holding at least 5% for 12 months and the company being subject to tax of at least 9%.

Does a holding company need to register for Corporate Tax?

Yes. Every UAE company must register and file a return, even if all its income is exempt.

Get your books in order this month

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