PBF Europe brings together senior international tax advice and established expertise in Malta for private clients, family offices, businesses and fund managers with interests across Europe.
Malta · International
A move, an investment or a change of ownership rarely affects one country alone. The decisions you make in Europe need to work with the rest of your affairs.
We bring the international tax position and the practicalities in Malta into the same conversation, with senior advisers involved from the outset.
Your position across the countries where you live, invest and do business.
Local legal, corporate and fiduciary experience to put the advice into practice.
Advice that develops as your family, business and obligations change.
Dr Peter Wilson and Dr Rob D’Alessandro bring together international tax and Maltese legal and corporate expertise. Their teams’ experience spans fintech, AI, crypto, investment funds, trusts and foundations.
Founder, PBF
International tax, funds & private wealth
Peter has spent more than 40 years advising on international tax in Sydney, London, New York and Dubai, including senior roles at EY and PwC. His work spans companies, private clients, trusts, foundations and collective investment funds. He considers the tax position of the structure and the people who invest in or benefit from it.
More about Peter and PBF
Founder, DAL Advisory
Malta legal, corporate & technology advisory
A Maltese advocate since 1994 and founder of DAL Advisory, Rob advises on international transactions, corporate structures and governance. His team’s work includes fintech and blockchain, intellectual property, trusts and foundations. He brings the local legal and corporate perspective to establishing and managing clients’ affairs in Malta.
Rob’s professional backgroundFrom a technology business to an investment fund or a family foundation, the structure needs to work across the countries involved. We consider how it earns income, holds assets and returns value to its owners and investors.
Tax advice for fintech, AI and other businesses built on intellectual property, alongside crypto and digital assets. We consider where technology is developed and owned, how it is licensed or commercialised, and how cross-border income, asset transfers and transactions between group companies are taxed.
Tax advice from the choice of fund structure through to acquiring, holding and selling portfolio investments. We consider how income and gains move through investment funds and collective investment arrangements, and how profits are distributed or capital returned to investors, including the tax consequences in their home jurisdictions.
Structuring the ownership and succession of family wealth through companies, trusts and foundations. We consider the tax consequences of contributing assets, holding investments and making distributions, alongside the position of founders, settlors and beneficiaries in each relevant country.
Planning an investment, reorganising a group or preparing for a sale. We assess the tax consequences across the countries involved and coordinate the corporate work needed in Malta.
Understanding the consequences of a move before it happens. We consider the country you leave, your intended residence and the location of your income, assets and business interests together.
Malta gives this work an established local base within the European Union, connecting international advice with local knowledge and practical support.
Its relevance depends on your circumstances. We assess where Malta fits within your plans and how any arrangement will be treated in the other countries involved.
Tax advice stays connected to how a business, fund or family structure is managed, from its establishment to distributions, changes of ownership and eventual exit.
Understand the objectives, the countries involved and the consequences of each option before committing to a structure.
PBF leads the international tax work. Rob and the Malta team coordinate the relevant local legal, corporate and fiduciary services.
Revisit the arrangements when ownership, residence, legislation or family circumstances change, working alongside your existing advisers.
No. A European investment, business interest or ownership structure can require advice even when you live elsewhere. We consider residence separately from the location of the company or assets.
Yes. PBF’s role is to consider the international tax position, including the other countries connected to you, your family or your business. The European work forms part of that wider assessment.
Yes. We work alongside your lawyers, accountants and other advisers, with responsibilities agreed at the outset.
Tell us what you are considering and the countries involved. We will bring the relevant senior expertise to the conversation.
