Tax avoidance hots up
The past few years have seen HMRC strengthen its…
This allows us to take a snapshot of your current situation. It is important for two reasons; firstly it ensures that our meetings are about discussing what is important to you, instead of filling out forms. Secondly, it is vital that we understand your current position to ensure we can identify all the areas that we can help you with.
This meeting allows us to cover three main areas.
We will explain more about how Efficient Portfolio works and we can answer any questions you have about working with us.
We can look in to more detail at your current situation.
We can discuss and identify your key concerns and what opportunities are available to you. This allows us to focus on where we can help you the most.