Book a call
Tell us about your plans.
A few quick questions so your first call with a Chartered Tax Adviser is as useful as possible.
- Step 1 of 3: About you
- Step 2 of 3: Your plans
- Step 3 of 3: Your details
FAQs
Frequently asked questions
Why does the booking form ask about my circumstances before the call?
So the adviser you speak to is prepared. Knowing roughly who is involved, how much you might invest, where it comes from and what you want to achieve lets the first call focus on your options rather than background questions. It also helps us tell you quickly whether we are the right fit. You can skip the optional questions and add detail on the call.
How much will I need to tell you in the form?
Only what you are comfortable sharing. A few short questions cover who you are, what you would like to do and how to reach you. You do not need exact figures or documents; a rough sense of scale is enough. Anything more sensitive can wait until the call, which is confidential. If you prefer to talk first, you can use the contact details on the Contact page instead.
Is the first call really free?
Yes. The first call is free and carries no obligation. It is about whether and how we can help. A Chartered Tax Adviser listens to your plans, outlines the options worth exploring and tells you honestly if a family investment company does not look right. If you want to go further, we set out the scope and quote for it on request before any work starts.
Who will I speak to on the call?
A Chartered Tax Adviser, not a sales team. The adviser who takes the call is the person who would lead the work on your structure, so you do not have to explain your position twice. If your accountant, solicitor or financial adviser would like to join, they are welcome, and it often helps to have them there.
What if I am an adviser booking a call for a client?
That is fine, and common. Say in the form that you are booking on behalf of a client, and give as much or as little detail as is appropriate. We will talk to you first or arrange a joint call, as you prefer. Your client stays your client, and we work alongside you rather than around you.
What if I am not sure whether a family investment company is right for me?
That is a good reason to book. Many people come to the first call without knowing whether a family investment company, a trust, personal investing or some other approach suits them best. We will tell you what looks sensible given your circumstances, and what would need to be true for the structure to be worthwhile, with no pressure to proceed.
