Changing immigration advisers may be prompted by growth, service concerns or the need for different expertise. Once the decision is made, the practical question is how to move safely and efficiently.
A useful handover transfers more than documents. It explains the status of each matter, the advice already given, unresolved questions and responsibility for the next action.
This guide helps you prepare a handover brief, assess the incoming adviser’s proposal and confirm when the transfer is complete.
1. Establish What You Want to Improve
Write down why you are changing providers.
Your priorities might include clearer advice, better communication, support for more complex recruitment or a more organised working relationship.