Advice engagement

Estate & Inheritance Planning

Conversations on gifting, nil-rate bands, and how pensions and ISAs sit within a family inheritance picture—coordinated with your solicitor.

Quote after discovery

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The conversation we lead

Inheritance questions often arrive after a parent dies or when a house sale frees capital. We help families understand how pensions, ISAs, and taxable assets interact with available allowances, and where lifetime gifts may or may not help.

Working with your solicitor

We do not draft legal documents. Where wills, trusts, or lasting powers of attorney are required, we prepare financial notes your solicitor can use and attend joint meetings when useful.

Delivery

Engagements are usually two or three meetings over four to eight weeks, priced as a fixed fee once we know how many family members and asset types are involved.

Included
  • Family meeting to map assets, gifts already made, and intentions
  • Notes on allowances and pension death benefits in plain language
  • Introduction to a solicitor for wills or trusts where needed
Not included
  • Drafting of wills, lasting powers of attorney, or trust deeds
  • Probate administration