Before the first payment, because some choices narrow once residence is imminent and others disappear entirely afterwards. The process itself has no published completion date, so a review dependent on an assumed approval month is built on sand. Schedule the tax work early and revisit it when a determination or interview stage is reached.
Re-run the analysis when facts move
An adviser's conclusions rest on the structures and the calendar as they stood on the day of the meeting. A business sold, a child turning twenty-one, a new shareholding or a delayed government step can all change what applies. Set a review point at each major stage and note the date of every opinion received. Advice that is two years old and never revisited is a record of the past, not guidance.
A programme created by executive action can have its procedures adjusted, its volumes vary, and its published guidance revised, so a timeline described by a third party months ago carries little weight. Sequence the work so the eligibility analysis comes before any irreversible financial step: identify the claimed immigrant category, compare its evidentiary standard with the applicant's records, verify the official payment mechanics, and only then decide whether the cost and timing fit the household plan.