Bring ownership documents for every entity, recent financial statements, prior returns from each country where filings are made, details of trusts or pensions, and a note of where assets are held. List planned transactions such as a sale or a distribution, with rough dates, because timing relative to residence often matters.
Flag decisions that cannot be reversed
Mark anything already scheduled — a share sale, a wind-up, a large distribution, a property transfer — and say when it happens. An adviser can only consider sequence if they know the calendar. Where a step could be delayed or brought forward cheaply, note that too. This turns a general briefing into a set of concrete choices, and it prevents the common outcome of discovering afterwards that a transaction would have been treated differently.
Reconciliation means checking each answer against the supporting record before a new representative repeats it: identity and travel documents, employment history, relationship records, prior immigration history, notices, portal messages and receipts should tell the same story.
The current official description with the date retrieved, the older copy for comparison, any material an intermediary has provided, and the documents describing your own background and business — the material an employment-based category would be assessed on.