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A premium one-time advisory for founders and online entrepreneurs
If you are running a serious online business and you are tired of guessing with tax, banking and offshore structures, this is the mandate where we design your entire setup with you and give you a clear plan to implement it.
Who this is for
You are typically doing between low six figures and a few million a year and you recognise yourself in at least one of these:
- You started with a simple UK/EU/US company and the tax bill is now painful.
- You have seen “offshore tricks” online and you are worried about copying something that will break under scrutiny.
- You are running into problems with EMIs, card processors or banks and want a bankable structure that will last.
You are not looking for a cheap company registration. You want a proper structure that lines up with your residency, protects assets and is acceptable to real-world banks and advisors.
What is included
When you engage us for the Entrepreneur Structuring Blueprint you receive a complete design and written plan for your global structure, including trust advisory where it genuinely adds value.
You receive:
1. Full fact-find and risk review
We analyse your current companies, contracts, revenue flows, personal residency, family situation and existing tax advice. We identify immediate risks such as CFC issues, CRS exposure, poor substance or weak banking relationships.
2. Jurisdiction and entity design
We design a clear stack for you, usually involving one or more holding entities and one or more operating entities in the right jurisdictions for your situation. This may include the UK, EU, UAE, Canada, Hong Kong or selected offshore centres where appropriate. For each entity we explain its role, expected tax position, basic substance requirements and interaction with your personal residency.
3. Trust and asset-protection advisory
Where it makes sense, we will design a trust or foundation layer above your structure. You will understand when a trust is genuinely useful, which type fits your profile, what it actually protects, how it is taxed in your home country and what using a professional trustee will cost. If a trust is not appropriate, we will say so clearly and show you the best alternative.
4. Banking and payments roadmap
You receive a targeted banking and EMI plan matched to your risk profile and business model. This includes a shortlist of suitable banks and EMIs, the order to approach them, which entities should hold which accounts, and the key points to emphasise or avoid with onboarding teams.
5. Written Entrepreneur Structuring Blueprint
We deliver a written memorandum, usually ten to twenty pages, with diagrams and clear explanations in plain English. It is drafted so that your local accountants, lawyers and bankers can read it, understand it and work from it.
6. Implementation plan for the next 6-18 months
You receive a practical timeline setting out what to do first, what can wait, which local professionals you will need, and what instructions and documents they should receive so that filings and advice match the agreed structure.
7. Support window for questions
For thirty days after delivery we remain available for reasonable email questions and short calls as you begin to implement the plan or speak with banks and advisors. If you wish, we can also quote separately for full “done-for-you” company formation, banking introductions and ongoing maintenance.
How the engagement works
Step one
You complete a short application and, if there is a clear fit, we schedule an initial call to confirm scope and fee.
Step two
On engagement we send a focused intake questionnaire and collect your existing documents and structures.
Step three
We hold a deep-dive strategy call, typically ninety to one hundred and twenty minutes, where we challenge assumptions and agree the design parameters.
Step four
We design your structure and prepare the written Entrepreneur Structuring Blueprint, including the trust and banking components.
Step five
We present the blueprint to you on a live call, answer questions in detail and refine anything that needs adjustment. You then start implementing with confidence, using our support window as needed.
Investment
Engagement fees for the Entrepreneur Structuring Blueprint start from GBP 7,500 plus VAT, depending on the number of jurisdictions, complexity and whether we are also designing a full trust or residency strategy.
Fees are usually staged: half on engagement and half on delivery of the written blueprint.
Outcome
At the end of this mandate you have one coherent plan for companies, trusts, tax and banking that you can rely on and that your professional advisers can work with. You stop guessing, you stop reacting to crises, and you move forward with a structure that is designed to last.
If this is the level of clarity you want, the next step is simply to apply and we will confirm whether this engagement is the right fit for you.
