Client Outcomes
Structures built.
Results delivered.
Eight anonymised case studies drawn from HPT Group engagements. Every structure documented here has been implemented, reviewed, and is actively in use by a current or former client.
A Note on How to Read These
All details are anonymised and composite
Client names, nationalities, exact deal values, and identifying details have been modified or combined to prevent recognition. The character of each situation — problem type, structure used, outcome achieved — reflects a real engagement.
Outcomes are illustrative of real results
The figures cited (tax saved, timelines, asset values) are representative of actual outcomes achieved in comparable engagements. They are not projections or guarantees. Every client situation is different and outcomes vary with circumstances.
Every engagement produces written documentation
HPT Group does not provide verbal advice. Every engagement results in a written structure memorandum, entity diagram, and implementation roadmap — so clients have a documented record of what was recommended and why.
A Note on Confidentiality
Anonymity is the standard in private client advisory.
The clients we serve — founders approaching exits, family offices restructuring wealth, entrepreneurs moving capital offshore — are, by nature, individuals whose financial affairs are private. No serious private client practice publishes named case studies with client consent: the value we provide depends on absolute discretion.
Every case study on this page has been written from a real engagement, with identifying details modified to prevent recognition. Client profiles, business types, and geographic details are accurate in character; specific figures are representative of the actual outcome achieved.
Where clients have provided written testimonials, these appear separately on our Results page — still anonymised, but in the client's own words.
Case Studies
Eight engagements. Eight different problems. Eight durable solutions.
Drawn from our nine practice areas: offshore structures, tax residency, asset protection, citizenship, fintech licensing, and deal structuring.
How We Work
Every engagement begins with a diagnosis,
not a proposal.
The case studies above were not produced by generic advice. Each one began with a detailed understanding of the client's actual situation — their tax residency, existing structures, asset profile, travel patterns, banking relationships, and future goals.
We do not offer standardised packages to standardised clients. Every engagement is bespoke. We produce written memoranda, structure diagrams, and implementation timelines — not verbal advice.
Before we recommend anything, we understand whether it will work in practice: whether banking will be feasible, whether the structure will satisfy economic substance requirements, whether it is defensible under applicable CFC and GAAR rules.
Application & Initial Review
Submit an application detailing your situation. We review fit and respond within two business days. No charges at this stage.
Diagnostic Engagement
A written diagnostic memo addressing your specific question or situation. From £1,500 — credited toward a full engagement if you proceed.
Structure Design & Documentation
A comprehensive written structure memorandum with jurisdiction analysis, entity diagram, and implementation roadmap.
Implementation
We manage all third-party relationships — lawyers, corporate service providers, banking partners — through to completion.
Ongoing Advisory
Post-implementation compliance monitoring, annual reviews, and access to your senior advisor as your situation evolves.
Begin Your Engagement
Start your own
case study.
Every case study above started with an application — a founder, investor, or family describing their situation in plain terms and asking whether HPT Group could help.
The application takes five minutes. We respond within two business days with an honest assessment of whether and how we can help, and — if there is a fit — a proposal for the appropriate engagement.
No charge, no commitment, no boilerplate. A senior director reads every application personally.
Complete the application form — 5 minutes, plain language, no legal jargon required.
A senior HPT director reviews your situation and responds within 2 business days.
If there is a fit, we propose the right engagement format and fee — no hidden costs.
We begin with a written diagnostic memo. You own everything we produce.
Implementation, banking, and ongoing support — documented throughout.
Related Reading
A Practical Guide to Leaving the UK Tax System Legally
Relevant to case studies 01 and 05 — UK exit and SRT compliance.
CorporateCayman vs BVI: Which Offshore Jurisdiction to Choose
Relevant to case studies 03 and 08 — offshore vehicle selection.
Tax StrategyCFC Rules: The Hidden Force Shaping Offshore Structures
Relevant to case studies 04 and 07 — CFC compliance in offshore structures.
FintechDubai's Rise as the Global Epicentre for VASP Licensing
Relevant to case study 06 — fintech licensing pathways.
Begin Your Engagement
Your situation is different.
The process is the same.
Every case study above started with a client in a situation that felt complex and, often, time-sensitive. The first step is an application — no charge, no commitment. We tell you whether and how we can help before any fees are discussed.