Estate Planning


Effective estate planning facilitates the transfer of assets to beneficiaries, provides security for the surviving spouse and can reduce – or eliminate – the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. ARQ has the skills and resources to provide effective guidance through the complex process of getting your financial affairs in order.

Malta adopts a system of imposing duty on particular documents, including certain insurance policies and transfers of particular assets such as immovable property and securities, whether on death or otherwise. ARQ provides advice on structuring transfers of property in the most cost-effective manner and on eligibility for duty exemptions. We also offer guidance on all aspects of duty, including preparation of valuations of property for duty purposes and documentation required by the Inland Revenue Department to affect such transfers in a duty-compliant manner.

How can we help you?








    Key Contact

    David Borg

    Partner – Tax & Advisory
    A Chartered Accountant and co-founding partner at ARQ. He is a Fellow of the Association of Chartered Certified Accountants (UK) and the Malta Institute of Accountants. He is also a Member of the Malta Institute of Taxation and the Malta Institute of Financial Services Practitioners.

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