Discovery Call: £500
You already know the number exists.
This call shows you exactly what it is.
Your accountant files the returns inside the business. Your financial adviser manages the personal side. Nobody has ever sat above both and shown you what the architecture connecting them should look like. On a £250,000 annual profit, the structural gap is typically worth £80,000 to £100,000 per year. The Discovery Call establishes your exact number and shows you the architecture designed to close it.
Investment
£500
Duration
30 minutes
Format
Working session
Credit
Applied to Architecture
The Private Capital Engine
Capital that circulates inside the structure does not leave.
Without the architecture, every pound you want to redeploy must first pass through the personal tax system. You extract it, pay 45%, then reinvest what remains. The Private Capital Engine removes that exit. Capital moves between Stability, Growth, and Expansion without triggering a personal tax event.
Stability
Your trading company and income-producing assets. The foundation.
Growth
Capital retained at 25% corporate rate, compounding inside the structure.
Expansion
Future growth ring-fenced outside your estate from the point of establishment.
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The Half-Built Position
Most founders with a HoldCo arrive here.
A holding company retains capital at 25% corporation tax. That is one layer. But the HoldCo is still owned personally — investments and property remain inside your estate, extraction is still taxed at personal rates, and there is no constitutional framework governing how wealth is protected or passed on. The architecture is incomplete.
Extraction
Still taxed at 33.75% to 39.35% on dividends to personal name.
Estate
HoldCo is owned personally. Full IHT exposure remains.
Governance
No constitutional layer. No succession framework. No protection.
The Structural Gap
Too wealthy for simple planning. Below the threshold for a traditional family office.
Founders with £1M to £50M in enterprise value occupy a specific tier. Personal financial planning no longer addresses the complexity. A traditional family office is not yet economically practical. The architecture in this gap is what the Capital Architecture is designed to build.
This is not a failure of your accountant. It is a gap in the layer above the business. That layer is what we build.
The structure is not the product. The structure is what makes every other decision you take from this point forward a different quality of decision.
The Discovery Call is a working session prepared personally. Places are limited to ensure every call receives the attention it requires.
Every month without the full picture is a month of extraction, reinvestment, and succession decisions made at the wrong rate. The Discovery Call shows you the number. That is the only reason to be here.
Secure your Discovery Call
Pay £500 to secure your place. A short prep form is sent straight away. Alex reaches out within 24 hours to arrange the call. The £500 comes off the Capital Architecture if you decide to go ahead.
Secure payment via Stripe. Confirmation email sent immediately.
What happens next
Confirmation email
Sent immediately after payment. Includes a short preparation note.
Alex reaches out
Within 24 hours to arrange the call at a time that works for you.
30-minute Discovery Call
Alex maps your structure, identifies the gaps, and gives you a written summary.
Your decision
Proceed to the Capital Architecture at £3,000 (£500 credited in full), or keep the summary and act when you are ready.
What you are actually building
This is not a tax review. It is a structural design.
Most founders think about tax reduction. The families who build lasting wealth think about something different: the architecture that operates above the business. A structure that is not just efficient today, but that compounds, governs, and transfers, across decades and across generations.
The SAFO (Structured Asset and Family Office - your personal capital institution) is not a tax tool. It is a governance framework. It separates the business from the capital, the capital from the estate, and the estate from personal exposure. It creates a Governance Council, a Capital Pool, and a constitutional structure that means your wealth behaves like an institution, not a personal bank account that HMRC can access on your death.
The Capital Architecture is the design phase. It is the work that comes before implementation, the complete picture of what your architecture should look like, built around your specific business, your family, and your numbers. The £3,000 is not a fee for a document. It is access to a capital architect, a barrister-backed implementation team, and a level of structural thinking that is not available through any other route at this price point. The full architecture, designed, HMRC-cleared, and built by specialist commercial barristers, is approximately £60,000. The Blueprint is where it starts. What follows is the build.
You effectively cease playing defence against the tax system and begin to control the flow of your own wealth. The difference is not performance. It is structure. This is a structural upgrade for the serious operator. It is a transition from being a Business Owner to becoming an Institutional Founder.
In practice
One founder came to us having been told an MBO was his only exit route. He had built a software company over twenty years with his business partner, raised a strong management team, and knew the business was ready to run without him. What he did not want was to hand over the keys and crystallise the full gain in a single taxable event. The Capital Architecture mapped an alternative: an Employee Equity Vehicle that transferred ownership to the management team with no personal CGT on the exchange, a governed transition with equity built in for the team and their families, and a structure that meant the business he had spent two decades building was protected rather than simply sold. He did not lose control. He designed the handover.
The questions that matter
Is this worth it. Is it right for me.
The only two questions that actually matter before you start the Blueprint. Everything else gets answered on the implementation call.
What do I actually get?
A complete capital architecture built around your specific situation. Not a template. Not a report with generic recommendations. A designed structure, HMRC-cleared before anything is touched, drafted by specialist commercial barristers who have built structures like this for over a decade. You receive the full architecture, the legal instruments, and 12 months of direct support from the team who built it. You are not handed a document and left to manage it alone.
Is it right for my situation?
Every structure is bespoke. The foundation the architecture that protects income, capital, and estate simultaneously is what most founders in your position need. But your situation may require more. If you are stepping back from your business without a full exit, that requires a specific transition structure. If you have cross-border assets or an offshore connection, that is a different layer. If your family dynamics mean bringing people in at a specific point, or protecting certain beneficiaries differently, that changes the design. The Blueprint is how we establish exactly what your structure requires. The approximate cost of implementation starts at £60,000. The Blueprint tells you precisely.
Who does the work?
Specialist commercial barristers appointed at the bar. Working alongside a dedicated fiduciary and a legal team with over a decade of experience building these structures. The Capital Architecture maps what is needed. The same team that designed it builds it. HMRC clearance is obtained before any instrument is executed. Nothing is built until clearance is confirmed.
What does the £3,000 actually cover?
The design phase. The complete picture of what your architecture should look like your three layers, your share structure, your governance framework, your implementation sequence before a single legal instrument is drafted. Delivered as two documents with a personal Loom walkthrough, within 48 hours of your intake call. If you have taken a £500 Discovery Call, that is credited in full against the £3,000.
Can I involve my own solicitor?
At any stage. The specialist team handles all drafting Articles, Shareholder Agreements, Trust Deeds, HMRC clearance applications. If you want your solicitor to review anything before you proceed, that is straightforward to arrange. Most find they are reviewing rather than advising these structures sit outside standard commercial practice.
What you receive
Two documents. One complete picture.
Both documents are created specifically for you after the intake call. Your name, your company, your numbers, your proposed architecture. Delivered as a PDF with a personalised Loom walkthrough narrating every section.
Your Founder Summary
From Exposure to Expansion
Think of the Briefing Paper as the honest conversation your accountant has never had with you. Not a generic report. Not a template with your name on it. It looks at your actual numbers - what you earn, how you extract it, what you own, and what HMRC is quietly taking - and puts it all in one place in plain English. By the end of it, you know exactly where you stand and what it is costing you to stay there.
Current Enterprise Snapshot
Your company, your estimated enterprise value, your annual withdrawals, your dividend tax leakage, and your five-year projected capital loss, calculated with your actual numbers.
The Hidden Cost of Success
A clear breakdown of the three structural pressures: Dividend Leakage (35 to 39% personal tax), Capital Exposure (CGT 14 to 24%), and Estate Vulnerability (IHT on assets above the BPR threshold).
The Three Layers of Founders Capital
A visual map of Stability, Growth, and Expansion, showing where your capital currently sits and where it needs to go. The SAFO sits at the centre, connecting all three tiers into a coordinated capital platform.
The SAFO Projection: 3 to 5 Years
A compounding model showing what happens to your capital if retained within the structure rather than extracted personally. Capital pools at Year 3 and Year 5 modelled at conservative returns, showing the compounding difference from the point of installation.
The Five Phases to Implement
Assessment, Creation, Foundation, Architecture, Legacy, the five-phase 90-day implementation schedule, sequenced in the order that protects your position at each stage.
Strategic Considerations
The four questions that precede any structural design: valuation to stabilise, growth allocation, reinvestment strategy, and governance evolution. The brief answers all four for your situation.
"The Briefing Paper is the document that changes the conversation. It is the first time most founders have seen their entire financial position mapped in one place, with real numbers, and a clear picture of what it is costing them to leave it unchanged."
The Capital Architecture
The Design of a Bespoke Self-Administered Family Office
The Blueprint is the architecture. It takes everything established in the Briefing Paper and translates it into a precise structural design, your proposed SAFO, your share classes, your governance framework, your capital behaviour projection. This is the document that shows you what your institution looks like.
The Blueprint Diagram
A bespoke structural diagram showing your proposed SAFO-FIC (Family Investment Company - a private company that holds and grows family capital tax-efficiently) architecture: your Trade Companies, your Holding Company, your Capital Pool, and the four share classes, Governance, Foundation, Growth, and Distribution.
Proposed Capital Architecture
The full SAFO design including SAFO Constitution, Governance Council, Investment Council, Shareholders Agreement, Fiduciary structure, and Letter of Wishes, all mapped to your specific family and business position.
Capital Behaviour Projection
A side-by-side comparison table: Current vs SAFO. Annual withdrawals, annual tax leakage, five-year retained capital, reinvestment return, five-year capital pool, and five-year savings, your numbers, not illustrative figures.
Structural Implementation Plan
The five-phase 90-day implementation schedule specific to your structure: Assessment, Creation, Foundation, Architecture, Legacy, with clear milestones and what each phase achieves for your position.
"The Blueprint is the design brief for your institution. It names the structure, maps the architecture, and sets out exactly what needs to be built and in what order. Most clients read it twice. The second time, they start making calls."
Who this is for
Founders extracting £150,000 or more annually from their business
Founders building retained capital pools inside their structure
Founders planning a sale, MBO, or succession in the next three to ten years
Families who are aware of inheritance exposure and want it addressed architecturally, not deferred
Who this is not for
Businesses under £200,000 annual profit - the numbers do not yet justify the structure
Anyone looking for a second opinion on their accountant - this is a different conversation entirely
Founders who are not ready to move within the next twelve months
Thirty minutes. A clear direction on your structure.
Pay £500 to secure your place. The fee is credited in full against the Capital Architecture if you proceed.
Also included
Personalised Loom Walkthrough
A recorded video walkthrough of both documents, your name, your numbers, your structure, narrated section by section. You can revisit it, share it with a partner or your team, or return to it as your position evolves. Most clients find this is where the documents move from interesting to actionable.
Who this is for
If you have never seen your structure through this specific lens, you have not yet seen it fully. Most founders have not. This is the work that changes that.
How it works
Pay £3,000 to secure your place
Payment is taken upfront via Stripe. Once confirmed, you receive a preparation pack by email. Direct access is reserved for paying clients.
30-minute intake call with Alex
This is where Alex maps where you are and where you want to go. Not where your accountant has told you that you can go. Not what a trust brochure says is possible. Where you actually want to go, personally and for your family. The more honest the conversation, the more precise the architecture.
Both documents delivered within 48 hours, with a personal Loom
Your personal summary and your Capital Architecture design are built around everything from the intake call. Alex records a personal walkthrough video narrating every section - your numbers, your architecture, your roadmap. Delivered as a PDF within 48 hours.
Follow-up call - and the door to implementation
Once you have reviewed both documents, Alex walks you through every section, answers your questions, and maps the exact next steps. If you want to proceed to implementation, this is where the conversation with the team begins.
Included in the engagement
The Capital Architecture is only the beginning.
After your documents are delivered, we schedule a dedicated follow-up call. We go through every section of both documents together, answer your questions in full, and map your exact next steps with precision.
Walk through the findings
Every section explained. Every number contextualised. No ambiguity about what the Capital Architecture means for your specific position.
Answer every question
Bring your partner or your team. Ask everything. the follow-up call is yours to use as you need, to understand the Capital Architecture, to challenge it, or to decide what you want to do next.
Map your next move
Leave the call knowing exactly what needs to happen, in what order, and what it will take to implement. No vagueness. No next steps that go nowhere.
The follow-up call is included in the £3,000. There is no additional charge. It is part of the engagement.
In their own words
"I thought I knew roughly where I stood. The Blueprint was like being handed the full set of architectural drawings for a building I had been living in for ten years. I moved forward within a fortnight."
Marcus
Bristol, Construction and Property
"My accountant and solicitor were both doing their jobs fine. What nobody had done was sit in the middle and show me where it does not fit together. I wish I had done this three years earlier."
Priya
London, Healthcare and Investment
The architecture was always there. Most people just never had anyone show them where to look.
Book your Discovery Call.
Haven't done the audit yet? Map your position first.
KEEP Capital. This page is for informational purposes only and does not constitute financial, legal, or tax advice.
Every structure is built by a specialist team of barristers and tax lawyers who have been doing this for over a decade. Alex is the person who designs it with you and connects you to them.
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