Services

Advisory, and the work that follows it.

Two practices under one engagement. Where the scope of a matter is unclear, we will define it in writing before any work is undertaken.


Advisory

Independent counsel for leadership teams. Each engagement is led by the adviser who performs the analysis, and concludes with a written recommendation.

A1

Strategy & growth

Market and portfolio assessment, growth options and capital allocation. Which opportunities justify investment, and which should be declined.

A2

Operations & efficiency

Review of the operating model end to end. Where margin, time and capacity are lost, and what it would cost to recover them.

A3

Change & transformation

Programme design and delivery oversight for structural change, sequenced realistically and with named owners against each milestone.

A4

Leadership advisory

Confidential counsel for executives and boards on matters that cannot readily be discussed internally: succession, restructuring, partnership and exit.


Corporate services

The structural and administrative work that turns a decision into an operating business, handled end to end with a named point of contact throughout.

C1

Company formation

Incorporation in the jurisdictions we cover, including holding structures, group reorganisation and the constitutional documents each entity requires.

C2

Corporate structuring

Design of ownership and control structures that reflect the commercial reality of the business and withstand scrutiny from banks and regulators.

C3

International tax advisory

Cross-border tax planning, treaty analysis and substance requirements, with the reporting obligations that attach to each arrangement set out in advance.

C4

Tax residency

Corporate and personal residency planning, relocation support and the supporting documentation required to evidence the position taken.

C5

Corporate banking

Account opening and payment infrastructure. We prepare the supporting file and manage the institution's questions through to a decision.

C6

Licensing

Regulatory licence applications and the governance, capital and compliance framework required to obtain and retain them.

C7

Accounting & reporting

Bookkeeping, statutory accounts, and periodic filing obligations tracked against a calendar so deadlines are met rather than discovered.

C8

AML & KYC

Policy design, onboarding and monitoring procedures, and remediation of gaps identified in an existing compliance framework.

C9

Corporate management

Ongoing administration: registered office, corporate secretarial support, registers, resolutions and statutory filings.


How we engage.

Terms are agreed in writing before work begins, without exception.

  1. 01

    Initial conversation

    Exploratory and without obligation. We establish the objective, the jurisdictions in play, and whether the matter falls within our areas of practice.

  2. 02

    Written scope

    A defined scope of work, the fee basis, the timeline, and the documents and information we will need from you. Nothing proceeds until this is agreed.

  3. 03

    Delivery

    Work carried out against the agreed scope with a named point of contact and defined checkpoints. Changes in scope are raised and agreed, not absorbed silently.

  4. 04

    Ongoing obligations

    Where an engagement creates continuing filing or reporting duties, we set out what they are, when they fall due, and whether you would like us to handle them.


Not sure which of these you need?

Most enquiries begin that way. Describe what you are trying to achieve and we will tell you which services apply — including if the answer is none of them.

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