How to get started
Book your consultation with one of our specialist tax consultants
Once you’ve booked your Consultation, you’ll receive an email confirming the details.
Before your consultation, you'll fill in a questionnaire to help us prepare - including telling us your goals, your personal circumstances, and about your current portfolio (if you have one).
On your call your tax consultant will share their screen while they walk you through your options, to ensure you understand the exact impact different decisions will make to your tax bill.
Your tax consultant will answer any questions you have so you go away feeling confident about the next steps you should be taking.
We will send you a custom report summarising everything we discussed.
Following the report, we will schedule a call to answer any further questions and discuss your personal quote for any future services
Need an urgent appointment? Email us at firstname.lastname@example.org for cancellation slots.