Consultation
Inheritance Tax Conversation
A careful walkthrough of nil-rate bands, gifts, and estate shape — focused on family intentions rather than product sales.
Who it suits
Homeowners and savers concerned about how inheritance tax may affect what they leave to children or charities.
Fee basis
From £720 for a two-hour consultation and summary note.
For the full engagement sequence — introductory call, document checklist, main session, and written notes — see how we work.
Ask about inheritance planning