Stop giving away structure advice for free and start using the ChangeGPS Structure App as part of the Core Pro plan, to build a detailed business structure report for client advisory
The Structure App provides a detailed step by step wizard to enable you to create a detailed Business Structure Advice which will confirm your clients objectives together with detailed structure recommendations and quote for the establishment of the business structure.
Start a new advice, load a previously saved version or select from the pre-filled questionnaires based on different structure options to align with your client's circumstances:
- Company with multiple shareholders
- Discretionary Trust - Trading
- Unit Trust
- Hybrid Unit Trust
- Managed Partnership of Trusts
- Partnership of Discretionary Trusts
The report will help your client understand how the the right structure can provide a level of protection for the owner's personal assets, tax position and also mitigate any potential risks involved.
The Structure Advice consists of:
- Summary of purpose of report
- Summary of client's current situation
- Itemised objectives & concerns
- Recommendations
- Your fees and breakdown of services involved
- Authority to Proceed
- Example structure diagrams
- Summary of features and considerations
Give your clients the business structure advice they need with the right information easily compiled with the help of the ChangeGPS Structure App.
Learn how to get started with a new Structure Advice.