Tax Advisory Malta
Malta Tax Advisory for Entrepreneurs and Private Individuals
Find out exactly how Malta's tax framework could work for your specific situation - whether you are an entrepreneur or a private individual. Speak with our tax experts for free.
Free initial consultation
Have a no-obligation chat with a tax expert to figure out the right tax strategy for your situation.
Understand it in 60 seconds
For whom
UK and international entrepreneurs with global business models, and private individuals with foreign income.
The result
A clear assessment of which tax route works for you: the 5% refund system, Non-Dom status, or a combination of both.
The process
Free initial consultation - tailored structural analysis - guided implementation, fully coordinated with your UK advisers.
Next step
A 30-minute introductory call with a senior adviser - completely free and without obligation.
Who our tax advisory is for - and when other routes make more sense
Malta offers two main tax routes. Whether either of them suits you depends entirely on your specific circumstances.
A good fit for
- Entrepreneurs with international or location-independent business models aiming for a 5% effective tax rate
- Private individuals with foreign investment or rental income who can benefit from Non-Dom status
- UK business owners looking to move their centre of life to Malta and set up a company
- High-net-worth individuals wanting to live tax-efficiently in the EU without facing Inheritance Tax
- Clients looking for a thoroughly planned solution - including exit tax strategies and coordination with their existing UK accountants
Not a good fit for
- Employees without significant foreign income - Malta offers no real tax advantage over the UK here
- Setups without genuine substance: if you are just looking for a letterbox company, we are not the right firm for you
- Business models that require a physical presence in the UK - a tax relocation will not fully apply in these cases
- Cases where the expected tax savings simply do not justify the costs of relocating and advisory fees
What sets us apart from other Malta advisers
MFSA-licensed - not just registered
Our firm is fully licensed by the Malta Financial Services Authority (MFSA). Many providers offering tax advice in Malta do not hold this license. Always check this before committing.
Both tax routes under one roof
We advise on both corporate taxation (the 5% refund system, holding structures) and personal taxation (Non-Dom, remittance basis). And in many cases, a combination of the two. You will not need to hire a second adviser.
Coordinating with your UK advisers
Moving your tax base to Malta does not work in isolation. Statutory Residence Tests, Capital Gains Tax on deemed disposals, existing UK companies - we coordinate directly with your UK accountant or tax adviser to ensure nothing falls through the cracks.
Our Process
How we handle your case
From initial tax analysis to ongoing compliance - we guide you personally through every step.
Free initial consultation
Tax analysis, structural proposal, and compliance check all in one call. You will walk away with a concrete recommendation - whether that is a holding company, Non-Dom status, or a hybrid solution. Completely free and without obligation.
Implementation
We set up the recommended structure. Whether that means forming a company, relocating your residence, or both. We handle incorporation, building substance, and all regulatory registrations under one roof, for both businesses and individuals.
Ongoing support & compliance
Accounting, annual returns, tax filings, and regular compliance checks. We make sure your structure continues to meet all current legal requirements.
Exactly what you get at every stage
No vague preliminary chats. Every phase delivers a tangible result.
Initial Consultation
Free- An assessment of whether Malta makes sense for your tax situation - as an entrepreneur, individual, or both
- An overview of relevant risks: UK exit charges, substance requirements, double taxation
- A broad structural approach tailored to your starting position
- A clear recommendation on the best next steps
Structural Concept
Mandate- A written analysis with a justified recommendation: refund system, Non-Dom, or a hybrid solution
- A detailed implementation roadmap with timelines and responsibilities
- A document checklist and coordination plan for your UK advisers
- A transparent breakdown of costs for the implementation
Ongoing Support
Mandate- Bookkeeping, annual accounts, and tax returns for your Malta structure
- Regular compliance checks and substance reviews
- Assistance with tax refund applications and dealing with authorities
- A direct point of contact for your UK advisers or banks
By the end of this, you will not just know if Malta works for you - you will know exactly which route to take, under what conditions, and what it will take to get there.
The difference structured tax planning makes
Unclear tax route: refund system or Non-Dom? Or both?
A clear recommendation on which route delivers the biggest impact for your situation
UK exit tax implications are considered too late or not at all
Exit planning is built in from the start - fully coordinated with your UK tax adviser
Insufficient substance, leading HMRC to question the structure
Building economic substance is factored in from day one - fully documented and audit-proof
Two separate advisers for corporate and personal tax who do not talk to each other
One team that understands both tax routes and aligns them perfectly
Ongoing compliance is neglected until a problem arises
Regular compliance checks and proactive adjustments whenever laws change
Unclear tax route: refund system or Non-Dom? Or both?
A clear recommendation on which route delivers the biggest impact for your situation
UK exit tax implications are considered too late or not at all
Exit planning is built in from the start - fully coordinated with your UK tax adviser
Insufficient substance, leading HMRC to question the structure
Building economic substance is factored in from day one - fully documented and audit-proof
Two separate advisers for corporate and personal tax who do not talk to each other
One team that understands both tax routes and aligns them perfectly
Ongoing compliance is neglected until a problem arises
Regular compliance checks and proactive adjustments whenever laws change
Legally compliant. Substance-driven. Fully documented.
About the Founder
Dr. Jörg Werner
Lawyer & Founder
We do not sell Malta. We check if it is the right fit. If another solution makes more sense for your situation, we will tell you straight away - before you incur any costs.“
- Founded the firm in Malta in 2013
- Specialises in cross-border tax planning and exit tax strategies
- Advises both entrepreneurs and private individuals on their tax options
Tax planning requires trust. Get to know us before you make any decisions.
Drop by our offices in Birkirkara for a coffee.
Your local team
Our experts for all your Malta tax questions
Roderick Galea
Director Accounting & Tax
B.Acc. (Hons) University of Malta, Certified Public Accountant. Specialises in Maltese accounting and tax optimisation.
Nathaniel Borg
Director Audit & Consulting
Fellow Chartered Certified Accountant and MBA. Advises on corporate structuring, compliance, and long-term business strategy.
Horst Wickinghoff
Senior New Business Manager
Experienced solutions expert for tax structuring and corporate relocation to Malta. Provides comprehensive advice to entrepreneurs and individuals on location, structure, and long-term planning.
Client Voices
What our clients say about us
„For me, DW&P stands out primarily because of their straightforward communication, transparent and fair pricing, combined with a high level of professional expertise that I haven't found anywhere else.“
„I particularly value the confidential, almost family-like relationship, which has helped us successfully navigate every hurdle together. This creates genuine sustainability in business relationships over the years. Dr. Werner & Partners offer a comprehensive support model that absolutely delivers on its promises!“
„DW&P in four words? Fast, transparent, reasonably priced, and efficient. Very efficient. Thank you Philipp and thank you Jörg for six years of successful collaboration!“
Frequently asked questions about Malta tax advisory
Malta levies a 35% Corporation Tax on trading profits. Shareholders can then claim a 6/7ths tax refund, resulting in an effective tax rate of around 5%. This system is based on the Full Imputation Tax Regime and is fully EU-compliant. The main requirement: the company must be tax-resident in Malta and have genuine economic substance.
If you are tax-resident in Malta but not domiciled there, you are taxed on a remittance basis. This means foreign income - such as capital gains, rental income, or dividends - is only taxable in Malta if it is remitted (transferred) to a Maltese bank account. If it stays abroad, no Maltese tax applies. This can be a massive advantage for private individuals with diversified income streams.
You do not need any formal documents for our first call. A brief description of your current situation is enough: income sources, existing companies, and your planned timeframe. Later on, tax returns, articles of association, and an overview of your assets will become relevant. We will let you know exactly what is needed as we go.
The initial consultation and structural analysis usually take 2 to 4 weeks. Implementation takes another 4 to 12 weeks, depending on complexity. Straightforward cases (new incorporations, no existing structures) move faster. More complex setups involving share swaps, UK exit planning, or multiple companies naturally take longer. We will give you a realistic timeline after our initial review.
The initial consultation is completely free and without obligation. If you decide to instruct us, we will outline our fee structure transparently before any work begins. We do not use off-the-shelf package pricing - our fees depend on the complexity and scope of your case. What you can expect: no hidden costs and no nasty surprises later on.
You will be assigned a dedicated point of contact from our senior team. We advise in English, German, and Maltese. For your initial tax consultation, you will speak with Horst Wickinghoff or directly with one of our Directors. No anonymous clerks, and you won't be passed from person to person.
Leaving the UK tax net is one of the most critical aspects of relocating to Malta. While the UK does not have a formal 'exit tax' in the same way some EU countries do, rules like the Temporary Non-Residence rule, Capital Gains Tax on UK property, and offshore income gains rules can trigger significant liabilities. We factor this in from the very beginning and coordinate with your UK accountant to minimise your exposure.
We provide comprehensive ongoing tax support: bookkeeping, annual accounts, tax refund applications, compliance checks, and dealing with authorities. Most of our clients stay with us long after their structure is set up - simply because an adviser who built the structure from day one works far more efficiently than someone who has to learn it from scratch.
Next Step
Find out which tax route fits your situation
The refund system, Non-Dom status, or a combination - there is no one-size-fits-all answer. We will review your case and give you an honest assessment.
Initial Tax Consultation
- An assessment of whether the 5% refund system, Non-Dom status, or a combination works for you
- An overview of UK exit implications and tax risks specific to your case
- A broad structural proposal covering both corporate and personal taxation
- Clarity on the next steps, timelines, and expected effort
- An honest verdict on whether working together makes sense - or if another route would be better
We only accept new mandates after a preliminary suitability check.
Tax structuring requires lead time. Planning early helps you avoid unnecessary pressure when dealing with UK tax residency rules.
