You want to bring your financial affairs to ourselves, but are worried about the difficulties? No need! We will look after the whole process for you.
Once you have decided to appoint us as your financial advisers then we will:
- Contact your old advisers for any information that we require
- Inform HM Revenue & Customs that we are your new advisers
- Ensure that we have access to all of your tax records at HM Revenue & Customs
- Relocate your registered office if required
You will find the whole process to be seamless and stress free. However, there will be a couple of items that you will need to do:
- Amend the registered office address on your letterhead if appropriate
- Let your bank know that you have changed accountants in case they need to contact us and, most importantly
- Change the contact phone number for your accountants on your telephone.