Our commitments
What you can expect from us
These apply to every engagement, large or small, wherever it is. You will find them in your engagement letter.
Our commitments
The same on every engagement
Fees agreed in writing before work begins. Where a bank or provider pays us for an introduction, we tell you before the introduction is made.
- 01
One senior adviser, start to finish
The same senior adviser leads your matter from the first call to the last filing.
- 02
You know the fee before we start
We agree it in writing. If the work changes, we agree the change first.
- 03
We plan the banking before we form anything
We work out where the structure will bank before a single company is set up.
- 04
We check your reporting early
CRS, DAC8, CFC and similar rules are reviewed at the start, not on filing day.
- 05
Our advice comes in writing
A clear memorandum that your bank, auditor and counsel can follow.
- 06
We stay on after set-up
Annual filings, renewals and rule changes are handled as part of the relationship.
Our approach
How we think about a matter
Most of the work happens before anything is formed.
- Diagnosis first
- Every matter starts with a diagnosis. We test the assumptions, look at the realistic scenarios and agree the question to answer. Nothing is formed and nothing is filed before that.
- A structure has to work in practice
- A structure that cannot open an account, or that creates reporting you did not expect, is not finished. We test both before we recommend it.
- Local advisers
- We do not give legal or tax advice in jurisdictions where we are not qualified to do so; where needed, we coordinate local counsel and tax advisers.
How we engage
Four stages, one at a time
You can stop after any stage.
- 1
Apply
A short application tells us who you are, what you need and where.
- 2
Diagnose
Working sessions with your senior adviser to test assumptions and agree the question to answer.
- 3
Blueprint
The structure, the reasons for it and the costs, set out in a memorandum.
- 4
Implement
We form the entities, prepare the bank applications and stay on for compliance.
Next step
Tell us about your matter.
A short application tells us what you need and where. We aim to reply within 48 hours. If we are not the right firm for it, we will tell you.