Case studies.

Founder facing a $40M acquisition from a US strategic, with three competing bidders and a January closing deadline. UK-resident, three children, no offshore structure in place.

Pre-sale gift to a Cayman discretionary trust with reserved-power protector. BADR claimed on residual UK shares. US buy-side coordinated with US counsel. Sale closed January, trust funded.

Combined UK / US tax position delivered. Three banks lined up before closing. Family discussion settled in one trust meeting. HPT retained as ongoing counsel.

Saudi-based family with $200M+ across operating businesses, real estate and listed equities, considering UAE relocation to consolidate succession planning across three generations.

DIFC family office structure, UAE tax residency for two generations, ADGM foundation as overall holding vehicle. Operating businesses retained KSA but separated from succession structures. Real estate restructured into compliant SPVs.

Tax-residency certificate issued, foundation established, succession plan written into family charter. Banking consolidated under three private banks.

Founders launching a regulated crypto-to-fiat on-ramp targeting EU customers. Tight investor timeline; needed live licence and bank account within one quarter.

Pre-existing licensed shell acquired, restructured around founder team. Malta VASP file completed in 8 weeks. Banking arranged with two pre-vetted institutions before submission.

Live business operating in Malta with EU passporting on schedule. HPT retained as ongoing compliance counsel.

Italian-origin UK non-dom family facing the 2025 abolition of non-dom rules. €15M+ in offshore assets, three properties, and a need to retain UK access for two children at university.

Phased relocation to Italy (resident-non-dom regime), with Cyprus interim base for one parent. UK assets restructured. UK property held through compliant SPV. Trust set up for children's education funding.

Full tax-residency transition completed by April 2025 deadline. Family retains UK quality of life via Italian regime. €4M+ first-year tax saving versus inaction.