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Early engagement for advice

How to request an early engagement discussion to seek advice on a complex transaction you are considering or made.

Last updated 1 August 2025

You can request an early engagement discussion if you are seeking advice for a complex transaction you are considering or have implemented.

The early engagement process

We will consult with you to:

  • discuss your request and outline the early engagement process
  • seek your timeframes and critical dates
  • explore the tax issues you are seeking advice on
  • arrange an initial discussion or meeting
  • agree on respective roles and responsibilities.

Individuals – complex advice request

Advice is available for individuals to resolve tax technical interpretation queries not resolved online or by phone.

Public business, not-for-profit, internationals and privately owned and wealthy groups

How to submit an early engagement advice request with us to discuss a complex transaction.

Small business and not-for-profit organisations

Advice is available to resolve tax technical interpretation queries not resolved online or by phone.

QC50061