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Initial Advice
Property Investment: Preliminary Meeting
Very often our work will start with a meeting with the client. We will send you a questionnaire so that we can learn, in advance, what we need to know about your financial affairs, your family situation, your aspirations etc. We also send you a draft agenda for the meeting so that you can indicate the things you wish to discuss with us.
A typical meeting will last for between an hour and an hour and a half and it is followed up by a written summary of what was discussed.
At a typical meeting with an investment client we will discuss and decide which countries, areas and types of property best suit his or her personal requirements. We are not estate agents. We do not try to sell you any particular property nor, indeed, do we generally even consider individual properties at this stage.
Alternatively, it may be that investing via a Property Investment Club or a Property Investment Fund will suit the client better.
Or the client might be better advised, in his or her particular circumstances, to invest by way of a becoming a developer, a joint venture with a developer or a fixed rate loan to a developer.
We will also discuss and agree the best legal ownership structure, the best tax minimisation structure and the best inheritance structure in your circumstances.
We will usually also discuss where the money is coming from and, if you wish to borrow, the opportunities in the country where the property is located and in the country where you live.
Usually there are also other items that the client wishes us to deal with at that meeting.
Our preliminary meetings cost a fixed £500 + VAT unless you wish to extend the meeting beyond the allocated 1½ hours, in which case we will charge you on a time basis for the extra time involved.
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