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Practical starting points for banking, residency, reporting and family matters. Each note helps you organise the questions and information that shape your next step.
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A freelance plan starts with the work you intend to do, not the name of a visa. Write down your services, where your clients are and whether you will work independently or hire others. These details help frame a discussion about the appropriate permit and residency route.
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A useful banking brief explains who will hold the account, why it is needed and how it will be used. Separate personal needs from company transactions. For a business, describe the activity, customer base, counterparties and currencies before comparing providers.
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Before a registration discussion, collect the entity details, current licence information and any existing tax registrations. Record who is authorised to act for the company and where the accounting records are held. This prevents a registration request from becoming an exercise in reconstructing the business.
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An accounting handover should explain how the business earns revenue, pays suppliers and records transactions. Bring together the invoice process, expense records, bank statements and any existing bookkeeping exports. Identify gaps openly so the review can distinguish missing records from unexplained transactions.
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Start with a private outline of your family circumstances, the assets involved and where they are located. Note whether you already have a will or related arrangements elsewhere. The aim of the first conversation is to identify the questions for a qualified adviser, not to draft binding instructions in a contact form.
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A useful planning conversation looks at the people involved, the location and ownership of assets, and existing wills or other arrangements. Different parts of a family’s affairs may sit in different jurisdictions. Make those connections visible before discussing changes.
Read the noteTell us what you want to achieve, where you plan to operate and what is already in place. We will work through the dependencies before agreeing the next step.
