the approach we take
1. Find the Facts
1. Find the Facts
1. Find the Facts
We begin by asking you to summarise your financial situation including your assets and investments, how they are owned and your financial goals.
2. Meet with Us
1. Find the Facts
1. Find the Facts
We will set up a Zoom, Teams or Conference call to discuss your individual circumstances and highlight tax opportunities, strategies and risks which may be relevant to you.
3. Advice Summary
1. Find the Facts
3. Advice Summary
We will prepare a written summary covering the main issues discussed in your meeting and highlight any additional work that may be needed or actions that may need to be done to put yourself in the best possible tax position.