Our Process
Sorting the tax, pensions, and citizenship side of a move takes the right people in the right order. Here is how we get you from a first call to a specialist who can actually help, and stay involved once they do.
Client Services
Tell us what you're trying to do on a short call. We work out whether we can help and what kind of specialist fits.
Consultation
We introduce you to a vetted specialist for your situation and sit in on the first conversation so nothing gets lost in the handover.
Strategy and Proposal
The specialist builds a plan around your position and puts it in writing, with the assumptions behind it, for you to review.
Execution
You approve the plan, or ask for changes. The specialist puts it in place; we keep the moving parts aligned.
Ongoing Coordination
As things change (a move, a new rule, a shift in tax residence), we help keep the right people involved.
At every step you'll know who you're speaking to and why. We stay involved so the tax, investment, and citizenship pieces line up instead of being solved in isolation.
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