Advice & simulations
Decisions informed by tailored analysis and clearly stated assumptions.
Who is it for?
Individuals, self-employed professionals and company directors who want to assess the tax consequences of a decision before making it, or who would like a second opinion.
In which situations?
- A change of residence;
- a marriage or partnership;
- retirement or reduced working hours;
- a property investment or investment income;
- a one-off question, or a second opinion on a tax treatment.
What the engagement can include
- A one-off analysis of your question;
- a second opinion;
- a comparison of several scenarios, based on clearly stated assumptions.
The number of scenarios, whether a written memo is provided, and the fees are agreed with you before any work begins.
How to request it
Describe your project or question in writing, no appointment required. The firm will propose the scope of the analysis and the corresponding fees.
Tell us what you need, no appointment required.
Outline the main features of your situation and any deadlines.
The firm replies by email to clarify the information required, the scope of the engagement and the fees.
Let's talk about your situation.
A tax return to prepare, a tax question, or accounts to hand over? Describe your needs in writing or request an appointment. The firm sets out the terms of its engagement before you commit to anything.
SQUARREL