Engagements
Engagements
An engagement is a structured, fixed-fee piece of advisory work — not an open-ended retainer unless you ask for one. This page sets out exactly what you get and when.
The engagement model
How a planning engagement is structured
Cross-border households usually need a plan, not a product. Our engagements are advisory: we analyse your position across two tax systems and deliver written steps you can act on yourself or with your existing accountant and lawyer.
Scope — confirmed in writing first
After your briefing, we send a scoping reply that names the countries and topics covered, the documents we need, the fee, and the delivery date. No work starts until you confirm that scope.
Fee — fixed, quoted up front
Every engagement is a fixed fee quoted in THB before work begins. There is no hourly billing and no surprise invoice. If the scope changes mid-engagement, we re-quote before continuing.
Delivery — a written plan
You receive a written plan covering the items on your cross-border checklist, with each action prioritised, the rule it relies on cited, and the order to take it. A short call walks you through the plan after delivery.
Review — tied to deadlines, not a subscription
We set review points aligned to tax-year deadlines and foreseeable life changes (a move, a retirement, an inheritance). Further reviews are separate, fixed-fee pieces of work — you are never auto-renewed.
What an engagement does not include
- We do not sell investment products or take custody of your money.
- We do not file your tax return; we hand your accountant a clear brief to file from.
- We do not provide legal advice; we coordinate with your lawyer where a legal step is needed.