Optimise Accountants

PLEASE DO NOT BOOK THIS CALL IF YOU WISH TO DISCUSS IHT TAX OR PROPERTY INCORPORATION PLANNING. This call is designed to answer 1-3 key questions & not for strategic planning matters like IHT or incorporation.

BEFORE THE MEETING
Please complete this form fully & attach relevant documents to your tax questions.

THE MEETING
You and our tax advisor will discuss the solution(s)

AFTER THE MEETING
Solution(s) will be documented with a meeting recording, sent to you via email within 48 hour

STRATEGIC TAX PLANNING CONSULTATION

BEFORE THE MEETING
Please complete this form fully & attach relevant documents to your tax questions.

THE MEETING
You and Simon Misiewicz will discuss the solution(s)

AFTER THE MEETING
Solution(s) will be documented with a meeting recording, sent to you via email within 48 hour

COMPANY FORMATION MEETING

BEFORE THE MEETING
Have an idea of people you want to be involved with the business e.g. shareholders and directors.

THE MEETING
We will agree the company structure with you on the call. We will ensure it is tax-efficient whilst allowing you to get finance for your property purchases (mortgages).

AFTER THE MEETING (3 to 4 days)
We will send you the articles of association and shareholders agreement along with the company certificate.