Discovery Call
You are paying a fortune in tax and you know, somewhere, that the structure above your business was never properly designed.
In thirty minutes, Alex maps your specific position - your income, your estate, your structural gap - and shows you exactly what the architecture above your business should look like. The Founder Briefing Paper is delivered in writing within 48 hours. The £500 is credited in full if you proceed to the Capital Architecture.
The gap most founders are living in
On a £250k annual profit, the structural gap is typically £80,000 to £100,000 per year in retained capital.
That is not a forecast. It is the arithmetic difference between capital passing through the personal tax system and capital retained inside the right structure. This call shows you what that number looks like for your specific position.
What your structure is doing right now
Every pound of profit passes through the personal tax system before it can be reinvested
Your estate grows in value every year. So does the IHT exposure attached to it.
Capital is trapped inside the business, unable to move freely to where it compounds fastest
The structure your accountant built was designed to file returns, not to protect what you are building
What the architecture above your business does
IHT exposure on future growth is locked the moment the architecture is installed. Not from Year 3. Not after a qualifying period. The day the constitutional layer is in place, all future growth sits permanently outside your estate.
Capital is deployed without a personal tax event. A holdco can move capital between subsidiaries. The architecture removes the need to extract it personally before it can be reinvested.
Succession transfers without a sale or a death. A holdco transfers on both. The constitutional layer allows control to move incrementally - defined roles, demonstrated capability, no liquidity event required.
The structure is governed by you, not managed on your behalf. No permanent advisory layer. No intermediary between you and the decisions.
A basic holdco does not address IHT exposure on future growth. A standalone trust requires you to give up control before you see a single benefit. Neither is the complete architecture.
What you walk away with
The deliverable
The Founder Briefing Paper.
A written document delivered after the call. Your name on it. Your numbers in it. Your structural gaps named. A clear picture of what the architecture above your business should look like and what it would take to build it. Most clients say it is the first time they have seen their situation in full.
The Capital Architecture (the full structure build at £3,000) is the natural next step. The £500 is credited in full if you choose to proceed.
After thirty minutes, you will know three things you do not know now.
Your exact position
Not a general overview of structures that exist. Your income, your estate, your exposure, your specific gap. Mapped from your numbers, not from a template.
What the gap is costing you
The difference between what your capital is doing now and what it would do inside the right architecture. In your numbers. Not illustrative figures.
What the architecture looks like
Not what your accountant has suggested. The structure that actually protects and compounds your capital. And what it would take to build it.
Who this call is for
Three types of founder. One conversation.
The Active Operator
You are earning well. You are paying a lot in tax. And somewhere you suspect the structure above your business was never properly designed.
Your accountant files the returns. They are good at what they do. But they are working inside the business, not above it. Nobody has ever sat above it and shown you what the architecture should look like. On a £500k annual profit, the structural gap is typically £130,000 to £168,000 per year in retained capital. This call shows you what that number looks like for your specific position.
The Exit Architect
You have been told an MBO or trade sale is your exit. You have not yet been shown the route that transfers the business with no personal CGT on the exchange.
A governed transition transfers the business to your management team. No personal CGT on the exchange. Equity built in for the team and their families. Governance that stays with you until milestones are met. Alex maps whether that route is available to you, shows you what it would cost to do it wrong, and delivers the Founder Briefing Paper with your specific numbers.
Control and Legacy
You have built across multiple entities. Nobody has ever shown you the whole picture in one place. The architecture above it was never designed.
You may have a holding company. That is still not the architecture. A holding company is a filing layer. The constitutional layer above it, the one that governs how capital moves, how succession works, and how the whole thing holds together, was never built. In thirty minutes, Alex maps your full position and shows you exactly what is missing.
Already Structured
You have a holding company, a trust, or both. Your advisers told you it was sorted. The question is whether it is actually doing what you think it is.
Most structures are built to file returns, not to govern capital. The holding company exists. The constitutional layer above it - the one that governs how capital moves, how succession works, and how the whole thing connects - was never installed. In thirty minutes, Alex maps whether what you have is the architecture you actually need, and names exactly what is missing.
Your accountant is working inside the business. Alex works above it. Most advisers have shown you what structures exist. Alex shows you what your structure is actually costing you, in your numbers, not in general terms, and what the architecture above your business should look like. This is a different discipline, not a competing one.
What others found
"Three advisers. None of them looking at the same thing. The call was the first time I saw how the pieces connect not what each piece does, but why the architecture exists at all."
Daniel
Leeds Property and Professional Services
"I had never had anyone map the trajectory before where I was, why I was there, and exactly where it would take me if nothing changed. That second part was the thing."
Claire
Edinburgh Tech and Investment
"Every conversation before this one was free. Every one left me exactly where I started. Nobody had ever bothered to put it together for me. The structure did not change what we earned. It changed what we kept."
Marcus
Birmingham Manufacturing
Format
Duration
30 minutes
Format
Video call
Investment
£500
The £500 is credited in full against the Capital Architecture (£3,000) if you choose to proceed.
Discovery Call: £500
Capital retained inside the right structure compounds at corporation tax rates. Capital extracted without it is taxed at income rates first. The difference, over ten years, is not a rounding error. This call shows you what that difference looks like for your specific numbers.
Secure your Discovery Call
Thirty minutes. Your numbers. Your architecture. In writing.
Pay now, book the call immediately via Calendly. Alex prepares your numbers before you speak.
Discovery Calls are prepared personally. Places are limited to ensure every call receives the full attention it requires.
You leave with the Founder Briefing Paper in hand.
Your numbers mapped. Your gaps named. A clear understanding of what the full Capital Architecture would cover. Most people who see this clearly do not need to be sold the next step.
The £500 is credited in full against the Capital Architecture (£3,000) if you choose to proceed.