Expatriate Tax Services. Helping organisations manage their international assignments

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1 Expatriate Tax Services Helping organisations manage their international assignments

2 London, United Kingdom Mumbai, India Rio de Janeiro, Brazil New York, United States

3 Congratulations on the award for the Best International and Expatriate Tax Team. It is not a surprise for me as my experience with the team was always characterised by professionalism and high quality. Well done! Senior director, law firm Blick Rothenberg Expatriate tax services Blick Rothenberg is a leading UK accounting and tax practice that supports over 800 international businesses. Based in Central London, we offer audit, assurance and business advisory services, as well as advice on corporate and personal tax matters. We were awarded the Best International and Expatriate Tax Team at the 2015 Taxation Awards. Recognised as a mark of excellence within the sector, the awards were judged by a panel of leading professionals and officers of major tax institutions. Our specialist expatriate tax services team has considerable experience in helping organisations and individuals who work across international borders with tax, social security, payroll compliance, tax planning and related policy issues. Our outsourced business services team, Global Business Services, provides tailored support to businesses, particularly as they expand internationally, enabling management to focus on delivering sales and profits. Our team speak over 20 languages and combine personal service with market leading, secure technology.

4 I would like to recommend Blick Rothenberg for excellent assistance with my tax returns over the past several years. My returns have been complex and required a high degree not only of tax knowledge, but also of working closely with me and my corporation Having also worked with the big companies in these matters, I found Blick Rothenberg to be more attentive to my matters, and willing to go the extra mile, all whilst being completely above board and transparent with HRMC. They have my full endorsement. Global director, large listed company The best service We are committed to remain of a size where continuity and personal attention is a priority. We combine the experience of a large organisation with the approachability of a smaller personal adviser. We are proud of our heritage and our culture, and place emphasis upon quality of service, meeting our clients needs and leading-edge technology. At Blick Rothenberg each client is provided with a personal service. Our clients have a dedicated tax advisor who provides a responsive, pro-active service, and who takes the time to understand their individual needs. We do not use call centres, helplines or difficult to use web-based tax organisers. We invest significant resources to deliver a consistently high quality service to our clients.

5 We believe that even in a technological world, a tax advisor should still make its clients feel special

6 I engaged Blick Rothenberg s services to help guide my company through specific complex expatriate tax issues. Throughout, Blick Rothenberg has always delivered on time and above my own expectations. Blick Rothenberg has also been able to provide ad- hoc advice through a framework that has provided excellent value for money. Executive director, global company based in the UK Excellent value, transparent fees We offer a broad range of services to help employers, employees, directors, individuals and entrepreneurs who are working outside of their home country to manage their tax obligations and maximise tax planning opportunities. Value is a key driver as organisations and individuals look for a top quality service whilst trying to reduce costs. As a boutique firm, Blick Rothenberg has lower operating costs than most larger firms and we are able to provide excellent value and transparent fees.

7 Kuala Lumpur, Malaysia International reach Paris, France We can support you globally. Blick Rothenberg is an independent member of BKR International, a leading global association of independent accounting and tax firms. BKR International represents the combined strength of more than 160 firms in 500 offices in 80 countries throughout the world. This offers clients the best of both worlds: personalised local service with global expertise and connections. Berlin, Germany It is ranked in the top five global associations by the International Accounting Bulletin and provides us with excellent international coverage. We offer all our clients a globally coordinated expatriate tax service so that they can have a single dedicated team to work with, regardless of location. Milan, Italy

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9 Our clients We provide expatriate tax services to many international organisations to help them manage their global workforce, ranging from well-known listed international companies to newly formed start-up businesses. The sophistication of our client base is, we believe, unique outside of the largest firms and enables us to attract and retain partners and staff of the highest quality and experience. Many of our team have previously worked at Big 4 firms. This relationship model continues to prove attractive to our broad range of clients, including as an alternative to the largest firms. We are regarded as thought-leaders in our field and are often asked to comment on topical tax issues. As a result our partners are regularly quoted in the national press and provide comment on television and radio. We build strong, long-lasting relationships and regard every client as unique. If you are considering changing your tax advisor, we will help you make the change as seamless as possible and draw on a wealth of experience from transitioning clients from many of the largest firms. We will bring a fresh viewpoint and are pro-active in identifying improvements and savings during the transition. An increasingly globalised world needs a global, mobile workforce...

10 Our expatriate tax services There are many issues to consider with international assignments and we can help support you from beginning to end. Blick Rothenberg offers a comprehensive range of expatriate tax services to help you manage your global workforce, support international employees, directors and entrepreneurs to reduce costs and tax risks. Pre-assignment On-assignment Repatriation Agree assignment policy and terms Budget and forecast assignment costs Employee and employer tax planning Employer payroll set-up Apply for exemption from social security taxes in assignment location Employee tax briefings Employee support: - tax registration - tax returns Employer compliance obligations -- payroll -- benefit expenses reporting --share reporting Policy administration, e.g. tax equalisation Employee tax deregistration Post-assignment compliance and tracking issues: -- employee tax returns -- employer trailing obligations: (payroll; benefit/expenses and share reporting) -- Projection of post assignment tax costs Employer tax compliance Cross-border payroll issues Cross-border share reporting Short-term business visitor issues Social security and national insurance: reporting exemptions (e.g. E101/A1/certificates of coverage) Cross-border pensions Personal tax compliance Income tax returns Tax planning and tax registration International treaty planning and reporting Tax disputes Expert witness Assignment planning Assignment policy design and assignment letters Tax policies: tax equalisation/ protection/cost plus Assignment cost calculations, planning and budgeting Avoiding double payroll withholding International social security tax/ national insurance planning Assignment policy Best practice Cost reduction Assignment policy effectiveness International payroll effectiveness Cash flow effectiveness Assignment health checks

11 Sydney, Australia San Francisco, United States For more information, please contact: Mark Abbs Partner +44 (0)

12 16 Great Queen Street Covent Garden London WC2B 5AH (0) October Blick Rothenberg Limited. All rights reserved. While we have taken every care to ensure that the information in this publication is correct, it has been prepared for general information purposes only for clients and contacts of Blick Rothenberg and is not intended to amount to advice on which you should rely. Blick Rothenberg Audit LLP is authorised and regulated by the Financial Conduct Authority to carry on investment business and consumer credit related activity.