01
Free introductory chat
30 minutes
We begin with a free, no-obligation conversation to get to know you and understand your general circumstances. If the fit is right and we believe we can help, we can move to the next stage.
Report & Analysis
A clearer view of what matters now — and what to do next.
A bespoke, impartial estate and business succession planning report designed around your personal circumstances, interests and objectives.
Book your free 30-minute chat
The right starting point
Planning should never happen in isolation.
Understanding the right approach to your personal estate and business succession planning is not always straightforward, especially when your financial adviser, accountant and solicitor are not working together as part of an advice collective.
Low-cost, online or execution-only will-writing services can also rely on you already knowing what you need and why. That is not always the best starting point for a considered, joined-up plan.
A bespoke service
A detailed, impartial view of your position.
For a modest one-off fixed fee, our Report & Analysis service sets out where you are now and how you can comprehensively protect and preserve your personal and business assets from inheritance tax, community care charging and other threats.
We consider the relevant legal instruments together with, where appropriate, financial and accountancy services. We can work alongside your existing professional advisers or, if required, recommend providers we know and trust.
We do not receive commission from any third-party service providers we may recommend.
How it works
Three stages, with no pressure to proceed.
02
In-depth consultation
60 minutes
We explore your personal and business interests in the round, gather the information needed for an unbiased and holistic analysis, and discuss your options. We agree a fixed, non-refundable fee before producing the report. With your express consent, we can also speak to your existing professional advisers where required.
03
Your bespoke report
Usually 45 minutes
We go through the completed Report & Analysis with you in detail, answer questions and explain what each option means in practical terms — without asking you to commit to a particular solution.
Your choices remain yours.
There is no obligation to proceed beyond Stage Three. If you choose to implement your plan with us within 30 days, 50% of the monies paid to date may be credited towards the final implementation cost, provided there have been no substantive changes.
This does not include out-of-pocket expenses or statutory disbursements, such as LPA registration fees or HM Land Registry search fees.
Start with a conversation
Arrange your free introductory chat
Tell us a little about your circumstances and we will be in touch to arrange a confidential conversation.