Unlike many other firms, we offer complete transparency by providing a fixed cost for any work upfront. Generally speaking, our process is as follows:

  1. We will meet with you online for an introductory meeting to fact-find and clarify the specifics of your situation. Ultimately this is to identify what you want to achieve.
  2. We may follow up this meeting with some additional questions to gather more background information.
  3. We will use the information gathered to consider potential solutions and will come back to you with a proposal and a quote.
  4. Once you are happy we will complete the mandatory compliance steps including the requirements covered by the anti-money laundering legislation and then provide you with a letter of engagement.
  5. After that, we will spend some time compiling our written advice. This may take the form of a detailed, written report which will outline your scenario, any alternatives available to you from a tax perspective and the tax implications of those alternatives.
  6. We will have a further discussion where required to clarify any queries you may have and help you to reach a decision. As necessary, we will provide a step plan of actions following that decision. This may involve liaising with other professionals on your behalf, particularly solicitors or financial advisers.


We know managing taxes yourself can be a minefield, which is why it pays to seek tax advice from a team of seasoned professionals who have supported people and businesses in your position many times before. Whether you have questions or are ready to get started, get in touch with us today via our contact form or by calling 0800 4880 919