UAE Corporate Services & Immigration Advisors: Substance First, Everything Else Follows


Last updated: 2025-08-23 Source: WealthShield Author: Shield
intro:Abstract — The UAE is compelling—0% personal income tax, global time-zone bridge—but corporate tax and substance rules now matter. Your provider must build substance you can run weekly : license, office, people, governance, banking. Snapshot Sc

Abstract — The UAE is compelling—0% personal income tax, global time-zone bridge—but corporate tax and substance rules now matter. Your provider must build substance you can run weekly: license, office, people, governance, banking.

Snapshot

  • Scope: Free-zone/mainland setup, activity codes, visas/Golden Visa, payroll and PRO, bank onboarding, transfer pricing awareness.
  • Deliverables: Substance checklist, license pack, lease/utility proofs, HR/visa calendar, board minutes, bank KYC file.
  • Timeline: 2–8 weeks for setup + visas; banking may run in parallel subject to profile.
  • Fee model: Setup fixed fees + monthly corporate secretarial/HR retainer + government fees.

1) Designing for substance

Start with purpose and flows: who is working in the UAE, which counterparties will you pay/collect from, which bank products you need (multicurrency, trade, cards). The entity chart should mirror economics; “empty shells” create problems at tax and banks alike.

2) What to ask in an RFP

  • Compliance bench: How many full-time compliance staff, not salespeople?
  • Banking track record: Which banks they opened this year for your sector and average SLAs.
  • Office reality: Beyond flex desks—dedicated space, signage, and access logs if you claim management/control.
  • TP awareness: Intercompany fees require transfer-pricing files and contemporaneous contracts.

3) Delivery sequence that works

  1. Design session → Substance checklist (headcount, premises, governance).
  2. Incorporation → License → Lease → Payroll → Visas.
  3. Bank: pre-screen dossier, SoW/SoF narrative, staged limits, hedging as needed.
  4. Governance cadence: quarterly board, monthly KPI/risk dashboard, annual compliance review.

4) Red flags

Guaranteed timelines; “no-visit” banking; visa promises detached from real headcount; zero discussion of corporate tax or qualifying income.

5) Pricing and visibility

Insist on a full landed-cost table (setup + first-year run-rate). If they can’t map the year, they can’t run your year.

FAQs

  • Can I keep everything in a free zone at 0%? Only for qualifying income with substance; non-qualifying profits may be taxed (verify latest).
  • Remote only? Long-term remote operations rarely pass substance tests.

Editor’s Note: In the UAE, low tax ≠ low standards. Substance is the product.

Tags: Directory, UAE, Corporate Services, Golden Visa, Banking

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