Advice area
Inheritance Tax & Estate Planning Advice
Structure gifts, trusts, and allowances so family wealth passes with fewer surprises for executors.
Who it is for
Owners of property-heavy estates, business owners, and families concerned about nil-rate band use.
The outcome
An estate planning advice report coordinated with your solicitor where wills or trusts are needed.
Scope of work
Estate valuation overview, allowance mapping, gifting strategies, business relief considerations, and life cover for estate liquidity.
Included
- Estate overview meeting
- Allowance and gifting scenario notes
- Referral notes for solicitor drafting where required
Not included
- Will writing or trust deed drafting
- Probate administration