Let's talk — in complete confidence.

The complimentary 30-minute call is diagnostic, not transactional. A senior partner—not a junior associate—leads the conversation. We begin by understanding your operating structure: legal entities, shareholding chains, revenue flows, employee locations, and existing tax residencies. We ask where decisions are made, where IP sits, and where banking and treasury functions reside.

We then map regulatory exposure: UK CFC rules if you hold non-UK subsidiaries; US Subpart F, GILTI and FATCA obligations if you or any shareholder is a US person; EU ATAD compliance if you operate within the Single Market; OECD Pillar Two if consolidated revenues exceed €750 million. We flag immediate risks—such as dual residency, insufficient substance, or inadvertent permanent establishment creation—and outline mitigation paths.

You will leave the call with a three-part snapshot: current risk profile, priority interventions (residence certificate, payroll relocations, board restructuring), and approximate timeline. We do not pitch; we clarify. If we are not the right fit—for example, if your needs are purely domestic or transactional—we say so and, where possible, refer you to specialist counsel.

The call is covered by an automatic NDA. No information you share is stored outside encrypted systems, and we do not contact third parties without explicit consent. After the call, you receive a written summary within 48 hours, setting out the key points discussed and next steps if you choose to proceed. Prepare your materials to maximise the value of this session.

An effective advisory call requires structured disclosure. Gather the following materials before booking:

• Corporate structure chart: all entities, jurisdictions of incorporation, shareholding percentages, and direct/indirect ownership chains. Include special purpose vehicles, holding companies, and any trusts or foundations.
• Revenue and employee distribution: where revenue is booked, where employees are located (by headcount and function), and where key contracts are signed.
• Tax residency documentation: existing tax residence certificates, domicile status (for UK), and any prior residency or substance rulings.
• IP and intangible asset register: where patents, trademarks, software code, and customer data are legally held, and whether transfer pricing studies exist.
• US person status: confirmation of whether any shareholder, director, or beneficial owner is a US citizen, green card holder, or meets the substantial presence test.
• Recent compliance history: any open enquiries, advance pricing agreements, or prior disputes with HMRC, IRS, or EU member state authorities.

You do not need to send these documents in advance; summarise them verbally during the call. However, having them to hand allows the partner to pressure-test structure in real time. For example, if you mention a Delaware holding company owned by a UK resident founder with UAE tax residency, we will immediately explore UK CFC exemptions, UAE Economic Substance Regulations, and potential FATCA reporting obligations.

If you operate a US C-corp or LLC with non-US shareholders, prepare details on Subpart F income, tested income for GILTI purposes, and whether the entity has made a check-the-box election. If you are subject to Pillar Two, bring draft GloBE calculations or prior ETR analyses.

Finally, clarify your decision timeline. Are you restructuring before a funding round, ahead of an exit, or in response to a tax authority query? Urgency shapes the engagement structure. Confidentiality protocols protect all information you share.

Every consultation is subject to an automatic non-disclosure agreement under English law. By booking the call, both parties accept these terms, which cover all oral and written disclosures. The NDA survives indefinitely, even if you choose not to proceed with an engagement.

We store all client data in a military-grade encrypted dataroom hosted in the UK, compliant with GDPR and UK Data Protection Act 2018. Access is restricted to the partner assigned to your case and, if required, one named analyst. No offshore processing, no third-party CRM platforms, and no AI transcription services that upload recordings to external servers. Call recordings, if made, are encrypted at rest and deleted after 90 days unless you request retention.

We do not share information with any third party—legal counsel, accountants, banks, or service providers—without your explicit, written, engagement-specific consent. If a conflict check reveals we have acted for a related party, we notify you immediately and, if necessary, decline the engagement. Chinese walls are not sufficient in boutique advisory; we prefer full declination to managed conflict.

For US persons, we apply FATCA and IRS Circular 230 standards. For UK-resident clients, we comply with HMRC's reporting obligations under DAC6 (mandatory disclosure rules) and notify you in advance if any proposed structure triggers reporting. We never design arrangements primarily to obtain a tax advantage that must be disclosed; our work centres on commercial substance and regulatory alignment, not tax avoidance.

If you require enhanced confidentiality—for example, pre-exit restructuring where even your current advisers are not yet informed—we offer a segregated engagement under a separate NDA, with no reference to Iverex Global in documentation until you authorise it. Response times and service levels are unaffected by confidentiality layering.

We respond to all initial contact form submissions within one UK business day. If you submit on Friday evening, expect a reply by Monday 18:00 GMT. The reply confirms receipt, assigns a partner, and proposes three call slots within the following five business days. If you require expedited scheduling—for example, ahead of a board meeting or funding close—indicate this in the message field; we accommodate same-week calls where possible.

During the engagement, substantive queries receive answers within 48 hours. Drafts, structure memos, and residency opinions are delivered according to agreed milestones, typically on weekly or bi-weekly cycles. Urgent requests—such as response to a tax authority letter or due diligence questionnaire—are prioritised and usually turned around within 24 hours, depending on complexity.

We operate on UK business hours (09:00–18:00 GMT) but schedule calls across all time zones. US East Coast clients typically book 14:00–16:00 GMT (morning ET); UAE and Asia-Pacific clients book 09:00–11:00 GMT (afternoon GST / evening SGT). Evening and weekend calls are available for active engagements but must be scheduled at least 48 hours in advance.

Our languages of operation are English and Italian. All formal documentation—structure memos, legal opinions, tax residency analyses—is drafted in English, as this is the working language of international tax treaty interpretation, UK statute, and US Treasury regulations. Calls and informal correspondence may be conducted in Italian if preferred, but we do not translate binding advice into Italian unless explicitly required for submission to an Italian authority.

If you do not hear from us within the stated SLA, escalate immediately by emailing the partner directly (contact details are provided in the acknowledgment email). We treat SLA breaches as critical failures and investigate root cause. Understand engagement fees and billing before proceeding to mandate.

Iverex Global operates on fixed-fee mandates for defined scope, and capped time-and-materials for open-ended advisory. We do not use hourly billing; it misaligns incentives and punishes efficiency. The initial 30-minute consultation is complimentary and does not commit you to an engagement.

A typical residence-and-structure mandate—covering UAE tax residency application, UK CFC analysis, and cross-border payroll setup for a single founder with one operating entity—ranges from £18,000 to £28,000, delivered over 8–12 weeks. This includes drafting substance documentation, liaising with residence authorities, and preparing tax residency certificate applications. It does not include government fees (e.g. UAE resident visa costs, certificate attestation) or third-party costs (e.g. registered office, local director fees).

A Pillar Two compliance assessment for a group with €800 million consolidated revenue—covering GloBE ETR calculation, QDMTT analysis, and UTPR exposure across five jurisdictions—ranges from £45,000 to £75,000, depending on entity count and transfer pricing complexity. This includes a written opinion suitable for board presentation and auditor review.

US person structuring—analysing Subpart F, GILTI, and PFIC implications for a non-US holding company with US shareholders—typically costs £22,000 to £38,000, including coordination with US tax counsel (client pays counsel separately). We draft the offshore structure and UK substance plan; your US attorney handles IRS filings and elections.

Ongoing advisory retainers start at £4,500 per month for up to 10 hours of partner time, with quarterly reconciliation. Retainers are appropriate for clients managing continuous cross-border complexity—such as founders splitting time between multiple jurisdictions, groups with active M&A pipelines, or family offices with multi-generational succession planning.

We issue one invoice at engagement start (50 % deposit) and one at delivery (50 % balance). Payment is due within 14 days of invoice date. We accept GBP bank transfer, USD wire, and USDT/USDC stablecoin (on Ethereum mainnet only, to a client-verified address). No credit cards, no payment plans. If cost is a binding constraint, we may refer you to a larger firm with associate-leverage models. See how we proceed after the call.

Within 48 hours of the consultation, you receive a written summary: diagnosis of current position, priority risks, and a proposed scope of work. The summary includes a fixed-fee quote (or capped time-and-materials estimate), timeline with milestones, and a list of information requests needed to begin.

If you choose to proceed, we issue a formal engagement letter under English law, incorporating the NDA, scope, fees, and termination clauses. You sign electronically, transfer the deposit, and we assign you a dedicated encrypted dataroom with read/write access. All subsequent document exchange occurs within the dataroom; we do not accept or send sensitive files by email.

We then conduct a two-week discovery phase: reviewing your corporate structure, interviewing key stakeholders (founder, CFO, legal counsel), and mapping current substance footprint. At the end of discovery, we deliver a preliminary structure memo outlining options—for example, UAE residence with UK non-dom claim versus Malta or Portugal; or UK LLP with US blocker versus direct Delaware C-corp. Each option includes trade-offs: tax efficiency, compliance cost, substance requirements, and mobility constraints.

You select a path, and we enter implementation: drafting applications, coordinating with local agents (if required), preparing director resolutions, and filing for tax residency certificates. We project-manage the entire workstream, providing weekly progress updates via the dataroom's secure messaging function. You do not chase service providers; we do.

Upon completion—typically 8 to 16 weeks depending on jurisdiction—we deliver a final structuring dossier: all certificates, legal opinions, substance documentation, and a maintenance checklist (e.g. quarterly director meetings, annual payroll filings). We also schedule a handover call to brief your accountant or CFO on ongoing compliance obligations.

Post-engagement support is available on a retained or ad-hoc basis. Most clients retain us for at least 12 months after implementation to handle authority queries, review treaty positions, and adapt the structure to regulatory changes. We remain available by email and respond to quick questions (under 15 minutes) at no charge during the first 90 days post-delivery.

Ready to begin? Use the contact form below or email us directly. We look forward to the conversation.