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      The key aspect of our managed service offering is our ability to engage with administration business across the Islands Group to provide a service in which we specialise in, to their underlying clients in an technology enabled way which reduces resource constraints and removes risk from the Administrator.

      The solutions we have developed leverage our technical expertise and facilitate us to provide commercial solutions to the increased regulatory burden faced by trust and fund administration businesses. The key services we are able to offer from a tax perspective include the following:

      • En masse preparation of domestic economic substance tax returns for companies and partnerships across all jurisdictions;
      • Automated accounts prep for client structures;
      • FATCA/CRS compliance

      The key features of the offering are:


      • Streamlined onboarding
      • Central database for management information
      • People driven, technology enabled solutions
      • Risk mitigation, resource release
      • Fixed pricing model for long term partnership

      Our approach is revolutionising our offering and our engagement with our clients across all of our services as a truly data driven business this offering is truly transformational for our and your business.


      Our tax managed services

      KPMG Economic Substance Tool

      We provide expert guidance on FATCA and CRS, ensuring seamless compliance in an ever-evolving global landscape

      How we can support you

      From the outset of an engagement, the compliance services framework establishes a core team to provide a single point of contact and manage the overall relationship and services. KPMG in the Crown Dependencies’ team of professionals works to provide a clear, logical approach to help clients design, implement and manage an outsourcing structure that encompasses the specific needs of the organisation.


      Paul Beale

      Tax Partner & Head of Family Office and Private Clients

      KPMG in the Crown Dependencies

      Paul Eastwood

      Head of Tax (KPMG CD)

      KPMG in the Crown Dependencies

      Robert Rotherham

      Partner, Tax

      KPMG in the Crown Dependencies


      Georgia Kenyon - Tax Senior Manager
      Georgia Kenyon

      Senior Manager, Tax

      CROWN DEPENDENCIES

      Clare Kelly

      Senior Manager, Tax

      CROWN DEPENDENCIES