Advisory Formats
Advice that is not in writing did not happen, and advice in writing without the facts it rests on is a liability, so every opinion this firm gives follows one structure and carries the same reliance restriction.
- 5 pages
- 84
- Word and PDF
- 13 September 2026
The 2 formats inside
- 1Written opinion, the firm's standard formaton the firm's letterheadOn its own₹149
- 2File note of oral adviceworking paper, to be completed the same day and e-mailed to the clientOn its own₹149
Read the opening
The first part of “Written opinion, the firm's standard format”, as it downloads. Blanks are highlighted.
On the firm's letterhead
Private and confidential
Ref. [File no. / Opinion no.]
Date: [Date of the opinion]
To,
[Name of the addressee]
[Designation, where a company or a trust]
[Name of the entity]
[Addressee's address]
PAN [AAAAA0000A]
Subject: Opinion on [state the question in one line]
We refer to your letter / e-mail dated [Date of the addressee's letter or e-mail] and to our meeting of [Date of our meeting with the addressee], by which you have sought our opinion on the matter described below. Our opinion follows.
1. Facts