Stephen Balzan

Partner - Tax & Corporate Services
ACT Advisory Services Limited
Stephen Balzan

Stephen is the tax partner of ACT, heading the International Tax and Corporate Departments of the firm. ACT is a multi-disciplinary firm providing tax, advisory and corporate services. Stephen holds a first degree in Accounting and has worked with two of the Big Audit firms in Malta for six years as a tax assistant and later as a manager in the International Tax Department. He was also one of the founding partners and a tax partner of another Maltese firm for 13 years.

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), 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 speak about 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 also a part time lecturer with BPP Malta lecturing tax to ACCA students. He also delivers lectures on Transfer Pricing to students studying for the ADIT.

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.