Prepare a useful private conversation
Ties Jezuit · Edition 14 October 2026

Decide what to share, what to keep private and what result you want from a call.

[ ] 1. Write the one decision you want to make and the three questions that matter most.

[ ] 2. Separate confirmed facts from assumptions and questions still needing a specialist.

[ ] 3. Share only relevant context; leave account numbers, passwords and identity documents out of the initial enquiry.

[ ] 4. Choose your contact channel and discuss any privacy requirements before the call.

[ ] 5. Decide whether recording, transcription or external AI processing is acceptable; request a conversation without recording if preferred.

[ ] 6. Confirm the duration, fee, summary and follow-up included before accepting the proposal.

[ ] 7. Keep your own notes of decisions, unresolved questions and the next action with its review date.

This is a preparation aid, not an eligibility decision or personal legal/tax advice. Complete it privately; you do not need to send it back.