Southampton IntelligenceGet my report
For family offices, multi-family offices and private-client advisers

Know what every tax proposal would cost each of your families. Before they ask.

We track live tax changes in the US, UK, Spain and five other jurisdictions and turn each one into a figure and a deadline for your family's profile. Answer 8 anonymous questions. Get the exposure report in 48 hours.

  • No names. No documents.
  • Every figure linked to its official source.
  • Full refund if it tells you nothing new.
Sample · fictional family · 49 measures checked · 21 apply · 4 opportunities
Per year, if all applied
$6.31M – $30M
At sale / move / death
$85.7M – $239.3M
Opportunities
$7.74M – $28.1M
  • Red
    Impuesto de Solidaridad de las Grandes Fortunas (state wealth tax above €3M)
    Spain · Annual filing (Modelo 718)
    $1.29M – $8.47M
    per year
  • Red
    Estate & gift tax: $15M exemption made permanent (2026)
    United States · Use 2026 exemption / annual gifts
    $28M – $94M
    at the event
  • Red
    Exit tax on giving up U.S. citizenship or a green card
    United States · IRC §877A: 'covered expatriates' (net worth ≥ $2M or average…
    $7M – $25.4M
    at the event
  • Red
    Capital gains at 24%; business asset relief rate rises to 18%
    United Kingdom · BADR at 18%
    $7.68M – $21.6M
    at the event
+ 17 more items, 12-month calendar, three adviser questions, relocation comparison, sources.
Live this week

Three of the measures our radar is tracking right now. Updated every Monday.

Last verified 8 Nov 2026
SpainProposed

'Tasa Ritz' — proposed 3% surcharge on large fortunes (5 Nov 2026)

A political marker rather than a bill, but it sets the opening bid for the next coalition negotiation on wealth taxation.

31 Dec 2027 · Watch: next budget cycle / election programme
SpainEnacted

Impuesto de Solidaridad de las Grandes Fortunas (state wealth tax above €3M)

The state recaptures the wealth tax that Madrid and Andalusia waived. An El País / World Inequality Lab analysis (27 Oct 2026) found it stopped relocations between regions and pushed families into structuring instead.

31 Jul 2027 · Annual filing (Modelo 718)
United KingdomEnacted

HMRC's new wealthy-compliance plan (Budget, 28 Oct 2026)

The wealthy tax gap is estimated at £3.6bn. HMRC is hiring family-office and offshore specialists and will use AI to pick targets. Families whose structures are not documented will be the ones mapped first.

6 Apr 2027 · Tax-adviser registration regime starts (announced)
How it works
1

Answer 8 questions

Residences, net-worth band, where the assets sit, structures, planned events, destinations of interest, who advises you, what worries you most. Five minutes, no names, no files.

2

We cross your profile with the radar

Our rules engine checks 49 live measures across 9 jurisdictions: enacted, proposed, in consultation and recently rejected. Each one carries its stage, key date, mechanics and official source.

3

A reviewer checks it. You get it in 48 hours.

A qualified tax reviewer reads every report before it goes out, adjusts ranges where your profile needs it, and signs it. You receive a link and a printable PDF.

What the report looks like

Every number is a range with its assumption stated.

This is the full report for a fictional family (US/UK residents, $100M–$250M, business sale and a possible move to Spain or Italy). Every number is a range with its assumption stated.

Open the sample report
Sample · fictional family · 49 measures checked · 21 apply · 4 opportunities
Per year, if all applied
$6.31M – $30M
At sale / move / death
$85.7M – $239.3M
Opportunities
$7.74M – $28.1M
  • Red
    Impuesto de Solidaridad de las Grandes Fortunas (state wealth tax above €3M)
    Spain · Annual filing (Modelo 718)
    $1.29M – $8.47M
    per year
  • Red
    Estate & gift tax: $15M exemption made permanent (2026)
    United States · Use 2026 exemption / annual gifts
    $28M – $94M
    at the event
  • Red
    Exit tax on giving up U.S. citizenship or a green card
    United States · IRC §877A: 'covered expatriates' (net worth ≥ $2M or average…
    $7M – $25.4M
    at the event
  • Red
    Capital gains at 24%; business asset relief rate rises to 18%
    United Kingdom · BADR at 18%
    $7.68M – $21.6M
    at the event
+ 17 more items, 12-month calendar, three adviser questions, relocation comparison, sources.
What is in every report

The traffic light

Every measure that touches your profile, ranked: red (in force or likely, material), amber (proposed or smaller), green (just removed). Each with a dollar or euro range, the stage it is at and its key date.

12-month calendar

The dates that matter for this family in the next year: effective dates, filing deadlines, votes, committee changes.

Three questions for your adviser

The three questions this profile should put to its tax adviser this week, derived from the highest-impact items.

Relocation comparison

If a member is considering a move: income, wealth and inheritance taxes, residence routes, minimum stay and watch-outs for up to four jurisdictions side by side.

Opportunities, not just threats

Windows that save money if used in time: repatriation facilities, flat-tax regimes, exclusions, exemptions about to change.

Sources and assumptions

Every line links to the statute, bill, consultation or official announcement. Every range states the assumption behind it.

Who it is for

Multi-family offices

Something valuable to tell every client every month, and a documented answer before the family asks.

Single family offices

A second pair of eyes across every jurisdiction the family touches, at a fraction of an hourly memo.

Private-client law and accounting firms

A triage tool for client reviews and a reason to call. White-label available.

RIAs and private banks with HNW clients

Exposure analysis your advisers can act on, without uploading a single client document.

Plans

Start with one report. Move up when you want it continuous.

Start here

Exposure Report

$390one-time

One family profile. Delivered within 48 hours. Full refund if it tells you nothing new.

  • One family profile
  • Traffic light with ranges
  • 12-month calendar
  • Three adviser questions
  • Relocation comparison
  • Reviewed by a qualified tax reviewer
  • Delivered in 48 hours
  • Full refund if nothing new
Get my report

Radar

$290/ month

Up to 10 profiles. Alerts with recalculated figures whenever a measure moves. Quarterly refresh per profile. Monthly family-ready digest.

  • Up to 10 family profiles
  • Alerts when a measure moves, with recalculated figures
  • Quarterly refreshed report per profile
  • Monthly digest you can forward to the family
  • Email and phone support
Start Radar

Radar Pro

$1,500from, / month

Everything in Radar plus scenario simulator, secure document intake, inspection-ready file and a named analyst with a quarterly call.

  • Everything in Radar
  • Scenario simulator (sell before January? move to Milan?)
  • Secure document intake with automated extraction
  • Inspection-ready structure file
  • Named analyst, quarterly call
Talk to us

Enterprise / White label

$75,000from, / year

Unlimited profiles, your brand on every report, integrations with your reporting stack, onboarding done with you.

  • Unlimited profiles
  • Your brand on every report and alert
  • Integrations with your reporting platform
  • Onboarding done with your team
  • Service agreement and data-processing terms
Talk to us

Prices in USD. Taxes may apply. Enterprise and white-label are quoted per firm.

Privacy by design

The report is built from eight answers that identify no one: no names, no account numbers, no documents. Data is encrypted in transit and at rest and is never sold or shared. Document intake exists only in Radar Pro, after a signed data-processing agreement. This is exposure analysis, not tax or legal advice: your adviser decides.

Who is behind this

We are a small team of analysts and engineers who got tired of reading about tax changes in the press after it was too late to act. Every report is reviewed by a qualified tax reviewer before it goes out.

Founder name
Founder
Replace with a real name, a photo and a LinkedIn link before launch.
Reviewer name
Tax reviewer
Replace with the reviewer's credentials (e.g. CPA, Chartered Tax Adviser, asesor fiscal).
Questions we get asked
+Is this tax advice?

No. It is exposure analysis: what is on the table, what it would cost a profile like yours and when. It is written for decision-makers and their advisers. Your adviser decides what to do with it.

+What if nothing applies to my family?

Then the report says so, briefly, and we refund the fee in full. It has not happened yet for a family above $10M with assets in more than one place.

+Which jurisdictions do you cover?

United States (federal + CA, NY, WA, MA, IL); United Kingdom; Spain (state + Madrid, Catalonia, Andalusia); France; Portugal; Italy; Switzerland; United Arab Emirates. We add jurisdictions as clients need them.

+How accurate are the figures?

They are ranges built from the bands you select, with the assumption behind each range stated on the page. If you want a single figure, Radar Pro reads your documents and replaces the ranges with your numbers.

+Do I need to upload anything?

No. The report and Radar work from eight anonymous answers. Document intake exists only in Radar Pro, after a data-processing agreement.

+Can I give the report to my clients under my own brand?

Yes, with Enterprise. Radar and Radar Pro reports can be forwarded to the family as they are.

+Who reviews the reports?

A qualified tax reviewer reads every report before it is sent, adjusts the ranges where the profile needs it and signs it. The reviewer's name is on the report.

+How do you keep the measures up to date?

Each measure carries a verification date and a source. We re-verify weekly and after every fiscal event in a covered jurisdiction; Radar subscribers receive an alert when a measure that affects them moves.

One family. Eight questions. Forty-eight hours.

Find out what the next twelve months would cost before someone else tells the family.

Get my report — $390

Questions? hello@southamptonintelligence.com