Tax Planning Review
We'll provide you with a detailed tax review based on your specific income, assets and structures in place.
How this works
After payment we'll send you a spreadsheet which you'll need to complete with details of your financial affairs. This will include:
We'll then ask for any other specific information we require.
After we get all the information back we'll prepare your tax review for you within 5 working days.
What will the tax review cover?
The tax review will look at the main tax planning risks and opportunities that apply to your specific circumstances. It will also include recommended follow up courses of action.