Consultation
Inheritance Tax & Estate Planning Guidance
Practical guidance on gifting, trusts introductions, and how pensions and life policies sit within an estate plan.
Who benefits
Families with property equity or business interests who want to reduce avoidable inheritance tax exposure.
Outcome
A written note of options, introductions to solicitors where wills or trusts are needed, and next-step priorities.
Fee guidance
Guidance sessions from £850; complex estates quoted after a scoping call.
For a full written suitability process comparable to our flagship retirement engagement, ask us which scope fits your documents.