How structured is your current setup regarding tax efficiency?
Do you separate control and economic rights and have formal governance?
How well have you prepared for succession and family involvement?
How prepared are you for changes to tax or corporate laws?
Are your assets diversified and protected via appropriate vehicles?
How integrated are your legal, tax and investment advisers?
What is your investment risk tolerance?
How intentional are you about legacy planning and philanthropy?
What best describes your primary goal?
How formalised and compliant is your current structure?
How open are you to creative, legally-compliant structures that enhance sovereignty?
By exploring your scorecard you’ve already taken a bold step toward protecting and elevating your legacy. We specialise in creative UK structures that mainstream advisers rarely discuss. To see what a personalised strategy could look like for you, book a complimentary, no‑obligation session with our team. We’ll sketch out potential options based on your answers and help you understand where you sit on the spectrum from foundational to advanced.
Book a SessionThis scorecard is an educational tool and does not constitute legal or tax advice. If you decide to implement any structure, you should seek qualified professional advice.