Family-owned foundations and enterprises now have to deal with a more regulated and structured tax environment as a result of the UAE’s adoption of the Corporate Tax framework. For many foundations, particularly those set up for wealth preservation, philanthropy, or succession planning, the shift requires professional guidance to ensure seamless compliance. Here is where BOT Consulting, a trusted name in tax and financial advisory services, plays a critical role.
Family foundations often operate across multiple business sectors, involve multiple generations, and manage a diverse portfolio of assets. With the UAE Corporate Tax law applying to legal persons, including foundations, ensuring tax compliance has become an essential part of governance. It includes meeting obligations such as registering for tax, maintaining proper financial records, filing timely returns, and, where applicable, complying with transfer pricing regulations.
Unlike large multinational firms, many family-run foundations do not have in-house tax departments. That’s why the support of professional tax advisors for small businesses and family-owned entities becomes invaluable.
BOT Consulting provides tax advice for business owners that are practical, customized, and aligned with both regulatory requirements and long-term family objectives. The firm’s deep understanding of the UAE tax landscape enables us to help foundations structure their activities efficiently while minimizing risk.
Whether it’s determining the taxability of foundation income, identifying deductible expenses, or handling intra-group transactions, BOT Consulting’s expert team offers end-to-end support. Our proactive approach ensures that foundations are not only compliant but also optimally positioned for sustainable growth.
• Tax registration and compliance management – BOT ensures timely registration with the Federal Tax Authority and handles ongoing tax return preparation and filing.
• Entity structuring and review – We assess the foundation’s structure to optimize tax outcomes while complying with relevant laws.
• Transfer pricing and documentation – BOT assists foundations engaged in related-party transactions with transfer pricing documentation that complies with OECD and UAE standards.
• Training and advisory support – BOT offers ongoing guidance and training for internal stakeholders to maintain compliance and adapt to future changes in tax laws.
What sets BOT Consulting apart is our personalized service model. As professional tax advisors for small businesses and family foundations, we bring a unique blend of expertise, accessibility, and strategic insight. Foundations can rely on BOT not just as a consultant, but as a long-term partner in navigating the evolving tax framework in the UAE.
Tax compliance doesn’t have to be complex for foundations. With BOT Consulting’s expert tax and financial advisory services, UAE-based foundations can stay ahead of their corporate tax obligations, efficiently, effectively, and confidently.
All legal persons in the UAE, including family-owned foundations, enterprises, and certain not-for-profit entities, must comply with the Corporate Tax framework unless exempt under specific provisions.
Yes. Most foundations are required to register with the Federal Tax Authority, even if their income is exempt or below the taxable threshold, to meet compliance requirements.
Corporate Tax can impact the foundation’s operational costs, income allocation, investment structures, and succession planning strategies.
Challenges include understanding new regulations, keeping accurate records, filing timely returns, managing related-party transactions, and ensuring the structure remains tax-efficient.
BOT handles the entire registration process with the Federal Tax Authority, ensuring all details are accurately filed and deadlines are met.
Yes. BOT provides transfer pricing documentation and advisory in line with OECD guidelines and UAE requirements to ensure compliance.
No. BOT specializes in supporting small businesses, family-owned enterprises, and foundations with personalized tax and financial advisory services.
contact@botconsulting.ae |
+971 55 100 3218 |
www.botconsulting.ae
Director, ERP & Automation Expert
Rahul Yadav is a visionary leader in ERP solutions, AI, and intelligent automation, dedicated to helping businesses unlock efficiency and innovation through digital transformation. As the Director, ERP & Automation at BOT Consulting, he spearheads strategic initiatives that integrate ERP systems, RPA (Robotic Process Automation), AI-driven workflows, and hyper-automation to optimize business processes.
With over a decade of experience in IT strategy, enterprise software, and automation, Rahul has a proven track record of delivering scalable solutions that enhance productivity, reduce costs, and drive competitive advantage. His approach blends deep technical acumen with keen business insights guiding clients from legacy platforms to next-generation digital ecosystems, and enabling seamless digital workflows, data-driven decision-making and sustained growth, making him a trusted advisor for organizations across industries. A firm believer in the power of smart automation, Rahul combines technical acumen with business insights to help clients transition from legacy systems to next-gen digital ecosystems.
His leadership at BOT Consulting has enabled enterprises to achieve seamless digital workflows, data-driven decision-making, and sustainable growth. Beyond technology, Rahul is passionate about mentoring startups, fostering innovation, and speaking at industry forums on the future of automation.”
Director – Cybersecurity
Victor Jaice is a seasoned cybersecurity leader with 18+ years of cross-industry expertise spanning global tech, government, startups, and e-commerce. A decorated Naval veteran and former Deputy Director of Cybersecurity for the Indian Navy, he has spearheaded high-stakes security audits, risk mitigation, and national security operations.
At Amazon, as Senior Risk Manager, he led global risk programs including threat intelligence, operational resilience, and AI-driven automation to safeguard critical assets. He played a key role in establishing Amazon’s first GSOC in India and directed emergency operations across 3,500+ sites. An ISO 27001 Lead Auditor with certifications in Business Continuity, Six Sigma, and Information Security, Victor blends technical expertise with strategic risk management. At IHS Markit, he enhanced OSINT capabilities and developed cyber risk solutions to counter reputational threats.
Now at BOT Consulting, he drives intelligence-led cybersecurity strategies to secure digital ecosystems. Passionate about proactive defense, he partners with clients to build cyber maturity and resilience. Victor believes robust security stems from mindset, preparedness, and trust principles that guide his mission to enable safer, smarter environments for businesses and communities.
Director – Governance, Risk & Compliance (GRC)
Briny is a UK-qualified risk management expert with extensive experience in governance, compliance, internal controls, and business resilience across the UAE, India, and global markets. A Fellow Chartered Accountant (ICAI) and holder of an International Diploma in Enterprise Risk Management (IRM UK), she combines technical rigor with strategic insight to fortify organizations against operational and regulatory risks.
As the former Director of Risk Advisory & Business Resilience of a prominent exchange house, Briny led the design and implementation of risk management frameworks, corporate policies, and internal control systems. Her expertise spans internal audits, process optimization, regulatory compliance, and corporate governance, ensuring robust risk mitigation for financial institutions and multinational enterprises.
At BOT Consulting, Briny spearheads GRC solutions, empowering clients to navigate complex risk landscapes with data-driven strategies and scalable controls.
Partner
Abhilash is a seasoned financial leader with over two decades of experience in insurance, real estate, corporate restructuring, risk management, and audit across the GCC and India. As a key architect behind the transformation of a publicly listed insurance company, into a highly rated insurer, he brings strategic acumen in financial consultancy, SOP development, and regulatory compliance.
Prior to his role as CFO of a publicly listed insurance entity, Abhilash held leadership positions in a GCC based Insurance Company and has a proven track record in mergers & acquisitions, valuations, and operational due diligence. His ability to foster strong relationships with boards, shareholders, and regulators underscores his reputation as a trusted advisor.
At BOT Consulting, Abhilash leverages his multidisciplinary expertise to deliver tailored solutions in internal audit, and corporate advisory, ensuring resilience and growth for clients.
A strategic and results-driven professional, Shaik Moinuddin brings a pragmatic and entrepreneurial approach to driving business growth and market expansion. With a keen eye for identifying new opportunities and fostering strong, long-term relationships, he plays a pivotal role in guiding companies toward sustainable success and distinct market positioning.
With over 17 years of extensive experience in Business Development and Marketing across Consulting, Advisory, Audit, Insurance, and Finance sectors, Shaik is a dynamic leader known for achieving ambitious targets within defined timelines. His expertise is crafting and executing high-impact sales strategies, leveraging advanced negotiation skills to secure high-value partnerships, and driving client acquisition that fuels substantial revenue growth.
As a passionate Business Development professional, Shaik thrives on connecting with diverse stakeholders and formulating innovative strategies that expand the client base. His commitment to excellence and forward-thinking approach ensures that organizations not only meet their growth objectives but also remain competitive and future-ready in an evolving business landscape.
Venkitesh V Bhat is an accomplished tax professional known for his dedication to excellence and delivering innovative, client-focused solutions. As Director at BOT Consulting, he provides corporate tax advisory, tax planning, transfer pricing, and tax assessment services to a diverse portfolio of multinational clients spanning the FMCG, Finance, Insurance, Real Estate, Advanced Manufacturing, Construction, Hospitality sectors etc.
Specializing in Taxation Law and Accounts, Venkitesh is also pursuing qualifications as a Chartered Accountant and Certified Public Accountant (US). His core competencies in direct taxation include Corporate Tax Compliance and Reporting, Tax Provisioning, Withholding Tax, and Transfer Pricing Reporting.
He brings seven years of high-quality experience from Ernst & Young (EY) in Saudi Arabia, where he played a pivotal role in supporting tax and zakat compliance, tax audits, and withholding tax matters for prominent clients across various industries.
Venkitesh’s expertise extends beyond compliance; he excels in providing customized tax planning and provisioning solutions tailored to his clients’ unique needs. Known for his strategic approach and strong communication skills, he fosters collaborative relationships with clients and colleagues alike. His commitment to continuous learning in international taxation enables him to share knowledge effectively, both as an instructor and advisor.
Recognized for his professionalism and insight, Venkitesh has established himself as a trusted advisor within the tax community, consistently delivering exceptional results.
With over 15 years of financial services experience, CA Monish has been instrumental in launching some of the most successful ventures as well as working with multinational firms. He is a seasoned professional with extensive experience in Auditing and Advisory roles within India and Middle East. His predominant areas of expertise include, but not limited to, IFRS, Statutory Audit, Mergers and Acquisitions, Due Diligence, Transaction Advisory etc.
Backed by the esteemed membership in ICAI & IMA, he is influential to have his Audit and Advisory firms emerging as a foremost player of the region. Currently he also acts as Managing Partner for AMA – Rootbeta
His visualization, resolution and commitment towards his team have been instrumental in the existence of BOT – Bin Otaiba Advisory emerging as a leading consulting firm in the UAE.He has led assurance engagements for Abu Dhabi government entities under ADAA regulations, financial services companies in ADGM and a diversified portfolio of clients across the MENA. He has led implementation of IFRS and several Risk Management engagements for various companies in UAE. He also leads ICV program and ETIP certification in UAE.He is candid enough to divulge that all his life is in persuasion of profession and his passion. He expanded his visions to Event Management and Trading sectors
An accomplished leader & finance professional with more than a decade of experience in multiple corporate roles in the Middle East & India.
Areas of expertise include Corporate Finance, Business Analysis, Management Consulting, FP&A, Project Financing, Risk management etc. A member of the ICAI, ISACA & CPA-Australia, CA Anu Thomas also holds a certificate in Anti-Money Laundering from The International Compliance Association (ICA). Currently heading the finance function at one of the leading business houses based in UAE. Managing Partner
CA Anu Thomas is a team player and believes in nurturing and building relationships. A Managing Committee Member at the Abu Dhabi Branch of the Institute of Chartered Accountants of India (ICAI), CA Anu is actively involved in all Chapter activities and is well connected to leaders and professionals in the fraternity.
Chairman
An experienced C-Suite professional with two decades of leadership experience; he has held various senior positions in Banking, Insurance & Investments both in the public and private sector. Heading the Global Retail & Commercial Division of National bank of Abu Dhabi (NBAD), he was instrumental in developing and executing NBAD’s vision of establishing itself as the World’s Best Arab Bank by being core to customers in both its home market, the UAE as well as overseas.
Abdulla Al Otaiba has proven to be a distinguished UAE entrepreneur, successfully managing various arms of his family’s private businesses.
In addition, Abdulla Al Otaiba served on a number of boards, both NBAD related and external in order to strengthen strategic partnerships and ensure alignment with the long-term goals set by the UAE leadership characterized by economic diversification, promotion of social equality and overall wellbeing of the UAE citizens and residents; a few being