Roadmap
The Roadmap is a structured advice process that brings together your family, business and legacy position from corporate, tax and trust perspectives. It identifies weaknesses in your current set-up that could cost you or your family later and highlights opportunities such as tax reliefs, asset protection and long-term legacy planning.
What does the Roadmap include?
- Corporate restructure advice and recommendation
- A narrated explanatory video and supporting documentation
- A clear implementation plan
- Consultations throughout the process
How long does the Roadmap process take?
- 2–6 weeks
How much does the Roadmap cost?
- £2,500 + VAT, covering all work up to and including the strategic recommendation, video, technical notes and consultations
- Implementation fees are separate and agreed in advance
Reduce Tax
- Reduce Inheritance Tax – Protect your family for future generations.
- Business Exit – Mitigiate unnecessary taxation on the sale of business assets or shares.
- Reduce your exposure to personal and corporation taxation without having to leave the UK (unless you want to).
Protect:
- Safeguard your wealth from bloodline loss (protect your estate from being lost to a child’s future ex-spouse after divorce).
- Include the next generation in your plans now, well beyond simple Wills and Trusts.
If you’re a High Net Worth Individual and haven’t had your financial structure optimised to reduce taxes and protect your wealth, now is the time to act.
The Personalised Road Map
Fee: £2,500 + VAT | Timeline: 2 to 6 weeks
Initial Consultation (Complimentary)
- A short discussion to understand your objectives and assess mutual fit.
Fact-Find Completion
We gather key information to inform your strategy.
Road Map Proposal
A bespoke plan featuring relevant, real-world examples.
Detailed Personal Financial Plan
Focused on tax efficiency, asset protection, and long-term wealth.
Expert Input
Relevant specialists are involved in both formulating the advice and supporting the consultation process.
Video Presentation
Your strategy delivered in a clear, concise format.
Review Process
Two to three meetings to refine and finalise your plan.
Why clients work with us
Here are some of the reasons people choose to work with Infinitus Consulting:
- They want to future-proof the sale of their business
- They’re planning to expand their existing business or acquire a further company and wish to lock-in future wealth tax efficiently
- They need to improve how income is drawn personally and within the family to maximise tax reduction
- Prevent Inheritance tax
Bespoke Financial Planning
Once you decide to proceed, we formalise the instruction process, collecting the necessary details to create a fully customised financial plan. This plan is meticulously designed to focus on key areas such as:
Legacy Preservation
Wealth Mangement
Tax Efficiency
Asset Protection
Our advice is always tailored to your circumstances, ensuring your financial strategy aligns seamlessly with your long-term goals.
Why Choose Infinitus Consulting?
Infinitus Consulting provides specialist advice in tax planning, asset structuring and long term wealth management for business owners, investors and private clients. The firm focuses on building compliant, well governed structures that protect assets, support growth and stand up to regulatory scrutiny. Work is grounded in evidence, not opinion, with each recommendation shaped by legislation, case law and commercial reality.
Tom Cardwell founded Infinitus Consulting with a clear objective: to offer technically sound advice that clients can rely on over decades, not just tax years. His work is centred on accuracy, durability and accountability, with every structure designed to be understood, defensible and fit for purpose.
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