Forward Zakat & Tax Planning
Zakat and tax planning for companies evaluating proposed decisions, their implications and the information needed before implementation.
We agree the scope and fees with you before work begins.
Is this the support you need?
For business owners, finance directors and companies of all sizes considering expansion, a contract, a transaction or an activity change. Discussion is grounded in facts, assumptions and applicable rules.
What can the engagement cover?
Understand the proposed business decision, parties and related transactions.
Identify relevant zakat, income tax, VAT, withholding or property-transaction questions.
Compare proposed options, assumptions and missing information affecting the review.
Prepare review and follow-up points before implementation, with clear engagement boundaries.
We review your requirements, then agree the scope of work and next steps with you.
Outputs to agree with the team
- A map of zakat and tax questions associated with the decision.
- A comparison of options and assumptions within the study scope.
- An information, decision and next-action list.
Agree the output format and review boundaries in the engagement; not every item is included in every scope.
Prepare for the first conversation.
- The decision, objectives and options management is considering.
- Relevant parties, ownership and business activities.
- Draft contracts or a transaction outline and available financial information.
- Assumptions and questions management needs resolved.
Start with a general description. The team will discuss the documents needed and an appropriate sharing channel.
What should be agreed before work begins?
Deliverables
Clarify what you need to receive: a review, written memorandum, findings list or support with a specific process, depending on the engagement.
Responsibilities
Who supplies information, who reviews it and who authorises a filing or action? Define these roles within the agreed scope.
Scope and boundaries
Discuss inclusions, exclusions, fees, target turnaround and any work that would require a separate engagement.
Outcomes and timing depend on the facts, completeness of documents and relevant procedures. An enquiry or this page does not guarantee an outcome or confirm acceptance of an engagement.
Meet the Mada teamQuestions before you begin
When should planning begin?
Once the decision and options can be described, preferably before implementation. This creates space to examine the questions while alternatives remain open.
Does planning guarantee a lower tax bill?
Planning examines implications, obligations and lawful options based on the facts. It does not guarantee a financial outcome or treatment.
What if the transaction already happened?
An executed transaction may require a different review from future-option planning. Explain its implementation status at the start.