Blueprint Engine — Economiq Advisory

Client Profile Configuration

Matter / Client Reference

Client Reference / Matter Name

Anthropic API Key

Held in session memory only. Never stored, logged, or transmitted beyond the direct API call.

Profile Type

Select client scenario

Core Parameters

Years UK Resident

Approximate Total Estate Value

Asset Mix

UK property Foreign investments Business interests Pension Offshore trust already exists Cryptocurrency / digital assets Aircraft or yacht

Primary Concern

Family Situation

Domicile Status

Nationality / Passport

Client Age Bracket

Existing Malta Connection

Advisor Notes (optional)

Non-Dom Parameters

Year They Became UK Resident

Estimated Unremitted Foreign Gains

New Arrival Parameters

Exact Year UK Residence Started

Foreign Asset Value

Business Exit Parameters

Estimated Business Valuation

Planned Exit Timeline

Business Industry

Likely to qualify for BPR?

Pension Parameters

Pension Pot Value

Other Estate Value (excl. pension)

TRF Parameters

Estimated Unremitted Pre-April 2025 Foreign Income / Gains

Multi-Jurisdiction Parameters

Jurisdictions Involved

Digital Asset Parameters

Estimated Crypto / Digital Asset Value

Estimated Unrealised Gains

Primary Asset Type

Intended Disposal Timeline

Aviation / Maritime Parameters

Asset Type

Estimated Asset Value

Current Registration / Flag

Primary Use

Internal Draft — Not for Client Distribution

Ready to Generate

Select a client profile type, complete the parameters on the left panel, then click Generate Blueprint to produce an instant cross-border wealth structuring document.

Generating Blueprint…

Analysing client parameters

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