A clear brief helps an adviser understand what you are building and identify which details need closer attention. You do not need every answer before you start.
1. What will the company actually do?
Describe the products or services in everyday language. Include the work you expect to do now and any activities you may add later.
2. Who are your customers?
Explain where customers are based and how the business will reach them. This gives context for discussing your operating model.
3. Who will own and run it?
List the intended owners and who will manage day-to-day operations. Note any existing businesses connected to the proposed company.
4. What practical space will you need?
Consider your team, equipment, customer meetings and storage requirements. Keep these separate from assumptions about licence packages.
5. What is your working budget?
Separate formation costs from recurring costs. Ask for first-year and renewal figures, exclusions and assumptions in any proposal.
6. What needs professional confirmation?
Write down unanswered questions about tax, residency, banking and cross-border activity. Your adviser can help identify the specialist input required.
This guide is a preparation checklist, not legal or tax advice or a statement of eligibility.
Discuss your setup brief