How It Works
A Structured Path from First Consultation to Operational Readiness
Five stages, one adviser throughout, one clean file. Every stage is walked through with the person handling your matter.
- 01
Private Consultation
- What happens
- A confidential conversation to understand your business, timing and intentions.
- What you provide
- A brief summary of the business, markets and founder situation.
- What we coordinate
- Structuring the conversation and identifying the appropriate service pathway.
- Deliverables
- A written summary of the discussion and recommended next step.
- Third-party dependencies
- None at this stage.
- Next milestone
- Advisory Review.
- 02
Advisory Review
- What happens
- Structure, directors, shareholders, address arrangements and package are agreed in detail before anything is filed.
- What you provide
- Passport and address evidence for each director; company name preference.
- What we coordinate
- Identity verification checklist, structure drafting and package confirmation.
- Deliverables
- Signed engagement letter, structure summary and identity pack.
- Third-party dependencies
- None yet — files are prepared but not submitted.
- Next milestone
- Formation and Structure.
- 03
Formation and Structure
- What happens
- The company is incorporated at Companies House and the corporate document set is prepared.
- What you provide
- Any outstanding documents; final approval of the structure summary.
- What we coordinate
- Companies House submission, PSC register set-up and issuance of the Certificate of Incorporation.
- Deliverables
- Certificate of Incorporation, memorandum, articles, share certificates and PSC register.
- Third-party dependencies
- Companies House filing timings sit with the Registrar.
- Next milestone
- Operational Readiness.
- 04
Operational Readiness
- What happens
- Addresses configured, banking and payment-provider dossier prepared, VAT and EORI coordinated where required.
- What you provide
- Source-of-funds information, activity description and website copy for review.
- What we coordinate
- Banking and payment-provider readiness dossier and, where applicable, VAT / EORI applications.
- Deliverables
- Prepared banking dossier, address configuration and any VAT / EORI acknowledgements.
- Third-party dependencies
- Bank and payment-provider approvals sit with those third parties.
- Next milestone
- Ongoing Support.
- 05
Ongoing Support
- What happens
- Compliance calendar mapped to your year end; adviser retained for the first year.
- What you provide
- Notice of any material changes to directors, shareholders or business activity.
- What we coordinate
- Confirmation statement, PSC updates, filing reminders and second-opinion advisory.
- Deliverables
- 12-month compliance calendar and a documented point of contact.
- Third-party dependencies
- Ongoing filings at Companies House on the company's schedule.
- Next milestone
- Renewal or transition to a light-touch retainer.
Communication standards
One adviser, direct email, scheduled calls when useful. WhatsApp Business is available for written follow-up. Telephone calls run through the UK office line or a scheduled consultation.
Professional boundaries
Regulated legal, tax and accounting advice are outside our advisory scope. Where required we may coordinate an introduction to an appropriate independent professional.
Begin at Stage 01.
The stages above are common to every mandate. What differs is scope and adviser involvement, which is set by the engagement you instruct.