FiscPlan

How it works

FiscPlan turns complex, multi-jurisdictional questions into clear, actionable guidance — powered by the FiscSight™ intelligence engine.

Step 1

Choose your scenario

Select your goal — Business start-up, Family office, Specific transaction, Succession, Cross-border planning, Asset protection. We’ll tailor the journey from the very first click.

Step 2

Answer a guided, branching questionnaire

Only relevant questions appear. FiscSight™ applies jurisdiction-specific logic (e.g. UK FIG/TRF, IoM/Malta rules, treaties, reporting) and builds a live picture of your options.

Step 3

Receive your report

Get an instant Basic summary — upgrade anytime for Advanced (same-day) or Pro (3–5 days) with a 20,000-word opinion-style report, checklists and provider shortlists.

CRS/FATCA awareness built-in
IoM & Malta friendly
Live treaty/context signals (upgrades)
Simple SVG-style structure charts
Get started

Frequently asked

What’s included in the Basic plan?

Instant summary, simple structure chart, key considerations, basic CRS/FATCA flags and a high-level treaty scan, plus clear prompts if deeper analysis is recommended.

Can I upgrade later?

Yes — you can upgrade to Advanced or Pro at any time. Your Advanced purchase is credited if you move to Pro.

Is FiscSight used in every plan?

Yes. FiscSight™ powers the branching logic and analysis behind all outputs; higher tiers unlock deeper logic, signals and deliverables.