A structured briefing for your specialist meeting
Not a tax calculation. Not legal advice. A clear, organised summary of your cross-border scenario — so you arrive at your adviser’s office knowing exactly what to ask.
Everything you need for an informed conversation
A Guided Report takes the scenario you map in the simulator and turns it into a structured written document. It gives you a single place to see all the relevant risk flags, treaty considerations, and planning questions for your specific situation — organised clearly and ready to share with a specialist.
Your residency, asset types, family structure, and holding arrangements, set out clearly in one document.
Key areas of potential exposure across each relevant country, explained in plain English with no rates or thresholds.
Whether any bilateral treaties apply to your situation, and crucially, where they fall short.
The specific circumstances in your scenario that make planning particularly important or time-sensitive.
A prioritised list of questions to put to a cross-border adviser, organised by jurisdiction.
Designed to complement advice, not replace it
- Organise your scenario clearly
- Flag the key risk areas
- Identify treaty gaps
- Give you questions to ask
- Save time with your adviser
- Calculate your tax liability
- Give legal or tax advice
- Account for your full legal status
- Replace a specialist
- Guarantee any outcome
- Generated within minutes
- Downloadable PDF
- Based on your simulator inputs
- Covers all relevant jurisdictions
Priced to your scenario complexity
Report pricing is calculated automatically from your scenario. Simpler scenarios with one or two jurisdictions and no structures start at £29. Complex multi-jurisdiction scenarios with holding structures, exotic locations, or beneficiaries in multiple countries go up to £149.
The exact price for your scenario is shown before you generate — no commitment required. Your email is collected so we can send you a copy of the report.
Pricing factors: jurisdictions involved, treaty coverage, asset complexity, holding structures, and beneficiary spread.
Generate your Guided Report
If you have already run a scenario in the simulator, your results are pre-filled below. If not, run the simulator first — it takes about 4 minutes and your results carry over automatically.
Need to run the simulator first?
The report tool pulls your scenario directly from the simulator. Takes about 4 minutes.