Initial Tax Review

The Initial Tax Review is designed for clients who have simpler international tax advisory needs, but who still require specialist advice on their circumstances.

Our international tax advisory team will provide cross-border advice on issues that affect your personal tax situation.

Common tax issues covered include:

Individual tax residency status;
Structuring the ownership of assets;
Review of Employee Share Scheme.

How We Deliver The Initial Tax Review

FIND THE FACTS

To start, we ask you to complete our Fact Finder. The Fact Finder asks you to identify your financial situation including your assets and investments, how they are owned and your financial goals.

MEET WITH US

After reviewing your Fact Finder, one of our team will meet with you to discuss your individual circumstances and highlight tax opportunities, strategies and risks which may be relevant to you.

ADVICE SUMMARY

Following your Tax Review meeting, we will prepare a written summary covering the issues discussed in your meeting, any additional work required or action points that need addressing.

Have peace of mind when you move.

We help you avoid unnecessary surprises by providing the essential international tax advice to ensure you are aware of what you need to do before you move.