HPT Group advisory packages — offshore structuring consultation and written deliverables

Expert advisory.
Written deliverables. Clear path forward.

Two fixed-fee packages. Both produce written deliverables. Both give you a clear path forward before any implementation begins.

All engagements are subject to strict confidentiality
Written deliverables on every engagement
No engagement proceeds without mutual agreement on scope

Two fixed-fee engagements. No hourly billing.

Every package has a defined scope, a confirmed price in writing, and a formal written memorandum as the primary deliverable. You know what you are paying for before work begins.

Single Issue Diagnosis

from £1,500
plus VAT where applicable — final fee depends on complexity

One pressing problem. One clear answer.

The Single Issue Diagnosis is designed for founders and internationally mobile professionals who face a specific, high-stakes decision and need a definitive independent view before acting. Rather than a generic consultation, this engagement begins with a structured intake process, progresses through a 90-minute strategy call with William and the senior team, and concludes with a written Diagnostic Memorandum — a clear, plain-English analysis of your current position, the risks present, the options available, and a firm recommended path forward. It is not a theoretical overview; it is a decision-ready document you can act on immediately. If you subsequently engage for the Entrepreneur Structuring Blueprint, the full Diagnosis fee is credited against the Blueprint fee.

What's Included

  • Structured intake form covering companies, jurisdictions, residency, banks and specific problem
  • 90-minute strategy call with Will and senior team members
  • Written 4–6 page Diagnostic Memorandum: current position, risks, options, recommended path
  • Structure diagram of current layout and proposed structure
  • Email follow-up support after delivery
  • Credit toward Entrepreneur Structuring Blueprint if engaged within 60 days
Recommended

Entrepreneur Structuring Blueprint

from £7,500
plus VAT — fee varies with scope and complexity

A clean global structure that actually matches your life.

The Entrepreneur Structuring Blueprint is HPT Group's flagship advisory engagement — a comprehensive end-to-end analysis of your global position and a written plan for optimising it. Designed for founders and online business owners earning from low six figures to several million annually, the Blueprint begins with a full fact-find across your corporate structures, contracts, revenue flows, residency status, and personal circumstances before producing a detailed written memorandum of 35–55 pages with structure diagrams, a jurisdiction and entity design framework, a banking and payments roadmap, and a practical 6–18 month implementation timeline. The engagement is led personally by William throughout. The result is not a menu of options — it is a firm, considered recommendation that reflects your actual life and business, not a template applied to it.

What's Included

  • Full fact-find and risk review: companies, contracts, revenue flows, residency, family situation
  • Jurisdiction and entity design across UK, EU, UAE, Canada, Hong Kong, and offshore centres
  • Trust and asset-protection advisory layer where appropriate
  • Banking and payments roadmap with shortlisted banks, EMIs, and onboarding guidance
  • Written Entrepreneur Structuring Blueprint: 10–20 page memorandum with diagrams
  • Implementation timeline: practical 6–18 month roadmap with priorities and professionals
  • 30-day support window with email and consultation calls

What makes HPT different from other advisory firms.

Most advisory firms in this space charge hourly, delegate to juniors, and produce verbal advice with no written record. HPT Group operates differently — by design.

DimensionHPT GroupTypical advisory firm
Fee structure

Fixed-fee packages. Scope and price confirmed in writing before work begins. No hourly billing, no surprise invoices.

Hourly rates or open-ended retainers. Final cost often 2–4x the original estimate. Scope creep is routine.

Who does the work

Senior directors lead every engagement from intake to delivery. No hand-offs to junior associates or graduate analysts.

Partners sell the engagement; associates and juniors deliver the work. You may not speak to the senior advisor again after the first call.

Output quality

Every engagement produces a formal written memorandum of 4–55 pages — a decision-ready document with diagrams, jurisdiction analysis and a firm recommendation.

Verbal advice, meeting notes, or a brief email summary. Rarely a document you can act on, share with co-advisors, or return to later.

Compliance posture

All structures designed CRS, FATCA and BEPS-compliant from day one. Substance obligations and UBO requirements built into the design. No structures that rely on non-disclosure to function.

Compliance treated as an afterthought or a billable add-on. Structures designed for tax efficiency without full consideration of substance requirements or BEPS Action Plans.

Ongoing access

A defined post-delivery support window is included in every package. Clients have a clear, accessible route back to the team when their situation evolves.

Post-engagement access requires a new retainer or a new billing event. No defined support window.

What a Blueprint memorandum actually looks like.

A typical Entrepreneur Structuring Blueprint memorandum runs 35–55 pages. It is a formal, decision-ready document — not a slide deck, a brief summary, or a list of options.

The document is designed to be shared with your accountant, your lawyer, your bank, or your co-founders. It stands on its own as a complete record of the advisory engagement and the recommended course of action.

Blueprint Memorandum — Contents

  1. 01

    Executive Summary

    The recommended structure and primary rationale in plain English — one page, suitable for sharing with co-advisors or co-founders.

  2. 02

    Current Structure Analysis

    A documented assessment of your existing entities, contracts, residency, and the risks or inefficiencies present.

  3. 03

    Proposed Structure with Diagram

    The recommended entity architecture, illustrated as an annotated diagram, with the rationale for each layer.

  4. 04

    Jurisdiction Analysis

    A comparative review of the jurisdictions considered, with the basis for selection and the factors that ruled others out.

  5. 05

    Tax Treatment by Residency

    How the proposed structure interacts with your personal and corporate tax position in your current and proposed residency.

  6. 06

    Banking Pathway

    Shortlisted banking and EMI options with onboarding guidance and an assessment of realistic access given your profile.

  7. 07

    Substance Requirements

    What each entity requires to meet its economic substance obligations — directors, staff, office, CIGA activity documentation.

  8. 08

    Implementation Roadmap

    A sequenced 6–18 month action plan with priorities, professional referrals, dependencies, and milestone checkpoints.

  9. 09

    Estimated Total Cost of Ownership

    A transparent breakdown of ongoing formation, compliance, registered agent, banking, and advisory costs across the full structure.

Every engagement produces a complete set of written deliverables.

HPT Group does not produce verbal advice with no record. Every package produces documents you can act on, share with your advisors, and return to as your situation evolves.

Written advisory memorandum

Every engagement produces a formal written document — not summary notes. Structured analysis, clear recommendations, and a defined path forward.

Structure diagrams

Annotated diagrams of your current and proposed entity architecture — clear enough to share with your accountant, lawyer, or bank.

Jurisdiction analysis

A comparative assessment of relevant jurisdictions based on your specific circumstances — not a generic ranking, but a considered view of what works for you.

Banking & payments roadmap

Shortlisted banks, EMIs, and custodians with onboarding guidance — including which institutions are realistic to access given your profile.

Implementation timeline

A practical, sequenced 6–18 month roadmap with clear priorities, professional referrals, and dependencies — so you know exactly what happens and in what order.

Post-delivery support window

A structured support period after delivery — email access and follow-up calls to work through questions as you begin implementing the recommendations.

Frequently asked questions.

We review your application and, if there's a fit, schedule an introductory call. We then confirm scope, payment terms and timing before any work begins.

Yes. If you engage for the Entrepreneur Structuring Blueprint within 60 days of your Diagnosis, the Diagnosis fee is credited in full against the Blueprint fee.

The Single Issue Diagnosis is typically delivered within 5–10 business days of your strategy call. The Entrepreneur Blueprint takes 3–6 weeks depending on complexity.

Both. Our consulting packages produce a written plan. Implementation — entity formation, banking introductions, registered agent services — is handled by HPT Group using our global network.

Every engagement is led by a Managing Director. You will work directly with the senior principals on all mandates — no juniors, no hand-offs.

The Single Issue Diagnosis is designed for exactly that — one pressing problem, one clear written answer.

Yes. Our client base spans over 65 countries. The only restriction is US persons — we do not advise on US tax matters directly, though we work with specialist US counsel where relevant.

Absolutely. All engagements are subject to strict confidentiality. We do not disclose client identities, structures, or any information discussed without explicit consent. Confidentiality is not a standard clause — it is a professional obligation we treat as a core part of the service. We do not reference clients in marketing materials, case studies or any public-facing communication without explicit written permission.

Every structure HPT Group recommends is designed with substance, treaty access, and beneficial ownership transparency in mind. We work within the legal frameworks of each jurisdiction — not around them. Where appropriate, we refer to licensed local counsel in the relevant jurisdiction to provide a legal opinion, and our written memorandums clearly set out the compliance basis for each recommendation. We do not produce structures that depend on non-disclosure or regulatory ignorance to function.

Every Blueprint includes a defined post-delivery support window — typically 30 days — during which you have direct email access and follow-up call availability to work through questions that arise as you begin implementing the recommendations. For material changes that occur after the engagement closes (a change of residency, a new exit event, a regulatory development), clients can return for a scoped update memo or a targeted Single Issue Diagnosis. Many clients engage HPT Group on an ongoing basis for precisely this reason — the Blueprint is a durable document, but structures need periodic review as circumstances evolve.

HPT Group's fixed-fee packages are substantially lower than comparable Big 4 or Magic Circle law firm engagements, which typically begin at five figures for a single jurisdiction analysis and scale to six figures for comprehensive multi-jurisdictional structuring work. The primary difference is not simply cost — it is that HPT Group charges a fixed, agreed fee, you know the outcome before you start, and the work is led by a senior director throughout. Big 4 firms typically bill hourly, delegate to junior associates, and produce work product calibrated to the size of the organisation rather than the size of the problem. For entrepreneurs and founders who need a clear, actionable recommendation — not a comprehensive opinion covering every possible scenario — HPT Group's model is both more cost-effective and more practical.

Circumstances do change — that is expected. The Blueprint is designed to be durable, but we build in the 30-day support window specifically to address evolving details during the early implementation phase. For material changes in residency, business structure, or revenue profile that arise after the engagement closes, clients can return for a targeted Single Issue Diagnosis or a scoped update memo. Many of our clients engage us on an ongoing basis precisely for this reason.

HPT Group produces advisory memorandums — authoritative written analyses of your position and recommendations, but not legal opinions in the formal professional sense. Where a formal legal opinion is required (for example, for a bank, regulator, or investor), we coordinate with appropriately licensed legal counsel in the relevant jurisdiction and can manage that process on your behalf as part of implementation.

Given the confidential nature of our mandates, we do not connect prospective clients with existing or former clients without explicit permission from both parties. However, we can in certain circumstances arrange an introduction where a client has agreed to speak in confidence. If this is important to you, please raise it during the introductory call and we will explore what is possible.