This service is conducted by a director and will typically take between 1-2 hours of your time in total - at our offices, or yours.
Stage 1 - Where You Want To Go
An initial meeting where we analyse and discuss your current financial profile, any related financial interests, your goals and plans for the future, and any other specific considerations.
Stage 2 - How To Get There
We then send you a report outlining the different options you have for structuring or integrating your personal and business finances, the benefits these changes can deliver, or the risks they can avoid. Once you have reviewed this report, we meet with you to discuss the different recommendations and determine the best course of action for you.
Stage 3 - Making the Changes
We implement the changes agreed on - setting up new structures, liaising with lawyers as required, and providing the accounting support required to move assets or funds in accordance with your instructions.