11 · Relocation BriefPRO

    Your move, two costed routes, written up.

    Generate and export the Brief yourself on Pro. Circle adds the review layer: review, correction, and a signature.

    Upgrade to Pro →See what The Circle adds →
    Step 3 of 3 · In your dashboardCircle

    Send it for review

    Scenario A
    UK → UAE, Q1 move
    Tax delta · residency window · exit-tax check
    Scenario B
    UK → Italy, regime route
    Flat-tax option · pre-move structuring · 7-year cap
    Reviewed and signed by Heed
    Reviewed

    What you get

    The Brief is the reviewed and signed version of what the planning engine builds for you. Not a calculator dump, not a generic PDF. Your situation, two routes compared, and the next steps to raise with your adviser, signed by the person who did the research. A research brief, not advice.

    • Tax delta on your actual income, asset, and residency mix, not a generic country comparison
    • Residency and exit-tax windows, with the dates that matter flagged
    • Structural pre-read, what to set up before you move and what to unwind after
    • Sequenced next steps with named partners where you need filings on the ground

    How it works

    01

    Run the planning engine

    Open Relocation Brief inside your dashboard. The engine runs against your real profile, unlimited times.

    02

    Pick the two scenarios that matter

    Refine the inputs, lock the two routes you actually want compared. The engine drafts the Brief.

    03

    Send it for review

    One click sends the draft to Heed with the context needed to review it.

    04

    Receive the signed Brief

    Reviewed, corrected, and signed on the timeline confirmed for your case. Yours to share with your lawyer or accountant.

    Pair with

    Pair with
    Pro tool

    Scenario Planner

    Model any move yourself first. The Brief is the reviewed and signed deliverable on top.

    Pro tool

    Position Optimiser

    Structural read on your current setup, before you decide whether to move at all.

    Coming soon

    Marketplace

    The planned specialist directory has no announced launch date or promised tier access yet.

    Frequently asked questions

    FAQ

    The same person at Heed across every Brief you commission. The planning engine drafts; they review, correct, and sign.

    There is no advertised fixed turnaround. Timing is confirmed for the case after checking its scope and whether any clarification is needed.

    No. Pro members run the planning engine and generate and export the Brief themselves, with unlimited runs inside the dashboard. Approved Circle access adds the review layer: Heed reviews, corrects, and signs the finalised Brief. The generated Brief remains yours on Pro.

    Concierge is the done-for-you human service, scoped per engagement, where Heed coordinates the actual move with partners on the ground. The Brief is the written, signed plan that sits in front of it. The Brief is the natural starting point for a Circle relationship.