Leadership

Stephen Balzan

Stephen is one of the founding members of the firm and is a director of the company responsible for the Tax, Corporate and Private Clients Departments.  He is also a Certified Public Accountant and has extensive experience in dealing with both tax and corporate matters.  He is also the company’s Money Laundering Reporting Officer.

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Stephen was a tax partner of another multi-disciplinary organisation for thirteen years. Stephen is an accountant by profession and has also worked with two of the Big Audit firms for six years. He has, over the past years, assisted a number of international and local clients in their tax compliance requirements and advised them on various cross border issues including the most tax efficient way to set up their structures in Malta.

He has extensive experience in advising clients in the set-up of complex cross-border structures through the use of Maltese limited liability companies. Main areas of interest include tax and international tax planning, capital gains and business development. Apart from his experience in international tax matters, including tax planning, treaty interpretation and advice, he also has a great deal of knowledge on corporate matters, company law, management and administration. He specializes in treaty planning, holding companies and treasury and finance operations. Stephen is a member of The Malta Institute of Taxation (MIT), The Malta Institute of Accountants (MIA), The Institute of Financial Services Practitioners (IFSP), The International Tax Planning Association (ITPA), The Society of Trust and Estate Practitioners (STEP) and The International Fiscal Association (IFA).

He was actively involved in various committees in the fields of taxation and he has, on a number of occasions, lectured on topics related to international tax, both in Malta and overseas. In November 2006, he was invited by the Swedish Institute of Auditors (IREV) to deliver a presentation on international tax issues and on the incentives provided by Maltese fiscal legislation to international investors. Stephen continues to give various lectures and presentations and is the author of various articles on taxation. He is a part time lecturer lecturing tax to ACCA students and also a lecturer with a number of other institutions lecturing on various tax topics such as capital gains, taxation of employment income, duty on documents and transfer pricing amongst others.

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