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Active Pipeline
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leads
Pipeline AUM
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indicative estate value
Win Rate
—
of closed deals converted
Added This Month
—
new leads
Avg Deal Cycle
—
days enquiry → converted
All Profiles
Long-Term Non-Dom
New Arrival (FIG Window)
Business Owner / Pre-Exit
Pension Time Bomb
TRF Window Client
Internationally Mobile Family
Crypto / Digital Asset Holder
Yacht / Aircraft Owner
All Sources
Referral — Solicitor
Referral — Accountant
Referral — Existing Client
LinkedIn / Social
Event / Conference
Inbound Enquiry
Existing Finco Trust Client
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Client
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Profile
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Estate
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Nationality
Stage
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Source
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Days in Stage
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Actions
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Client Details
Full Name *
Nationality / Passport
Years UK Resident
Estimated Estate Value
— Select —
£1–3m
£3–8m
£8–20m
£20m+
Client Profile
— Select —
Long-Term Non-Dom
New Arrival (FIG Window)
Business Owner / Pre-Exit
Pension Time Bomb
TRF Window Client
Internationally Mobile Family
Crypto / Digital Asset Holder
Yacht / Aircraft Owner
Primary Concerns
IHT / Inheritance Tax
Capital Gains Tax
Income Tax
Business Exit / Sale
Pension Planning
Succession Planning
Crypto / Digital Assets
Malta / Relocation
Pipeline Details
Stage
Enquiry
Qualified
Meeting Booked
Proposal Sent
Due Diligence
Converted
Lost
Lead Source
— Select —
Referral — Solicitor
Referral — Accountant
Referral — Existing Client
LinkedIn / Social
Event / Conference
Inbound Enquiry
Existing Finco Trust Client
Expected Close Date
Last Contact Date
Notes
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