Flexible service offering to match your budget
The number of consultations required depends on your available budget and the complexity of your tax and financial affairs and issues. Subject to the budget agreed with you for our service we offer a choice of three levels:
Level 1
A one hour personal consulting review of key issues important to you from a menu of possibilities.
- Engagement terms and a questionnaire are sent to you and returned before your meeting so your questionnaire can be reviewed.
- A Watts Woollett LLP partner discusses the key issues arising from your questionnaire at your meeting and you are sent a short bullet point summary of the actions agreed at that meeting.
Level 2
A 1.5 hour in depth discussion covering a wider range of key issues.
- Engagement terms and a questionnaire are sent to you and returned before the meeting so your questionnaire can be reviewed.
- We prepare a meeting agenda to highlight your key issues arising from your questionnaire.
- A Watts Woollett LLP partner meets with you to agree a detailed action plan which follows afterwards with supporting information.
This is preferred to Level 1 above when we also have to liaise with your other advisers as it explains the rationale for your tax strategies.
Level 3
A two hour detailed in depth discussion covering the widest possible range of tax and financial planning issues which is appropriate if your financial affairs are particularly complex or perhaps you envisage a lifestyle change which will affect many areas either now or in the near future.
- Engagement terms and a questionnaire are sent to you and returned before the meeting so your questionnaire can be reviewed.
- We prepare a meeting agenda to highlight your key issues arising from your questionnaire and this preparation may also include some detailed schedules (e.g. investment, share awards and/or Inheritance Tax) to highlight the key issues arising from the questionnaire.
- A Watts Woollett LLP partner meets with you to agree a detailed action list and supporting information which follows afterwards.
Some follow up e-mail correspondence with you and your other advisers is also anticipated within this budget.
