Understanding what’s the right thing to do when it comes to your personal estate and business succession planning needs isn’t always as easy as it seems, especially if your financial advisor, accountant, or solicitor (if you have them that is) aren’t talking with each other as part of your advice collective.

Similarly, the low-cost, or simple online or execution only Will writing services that rely upon you knowing what you want and why you want it aren’t really best placed to serve your needs, which is why we’ve introduced a bespoke estate planning Report & Analysis service that until now was only available to the seriously wealthy.

For a modest one-off fixed fee, our wholly impartial report and analysis will set out where you are now and how best to comprehensively protect and preserve your personal and business assets from Inheritance Tax, Community Care Charging and other threats via a Virtuous Circle of related Legal Instruments and, where appropriate, financial and accountancy services, with the latter either being through your existing providers or, if required, we can recommend ones we know and trust*.

So how does it work in practice?

• Stage One is to book you in for a free 30-minute without obligation chat to get to know you and your general circumstances. If the human chemistry is there and we believe that we can help, we can move on to Stage Two.
• Stage Two consists of a further 60-minute consultation to more fully understand your personal and business interests (if any) in the round as well as gather sufficient information so that we can deliver unbiased impartial holistic analysis and advice as to where you are now and what you need to do to, along with your options insofar as the available legal and related matters across all your interests. We’ll agree a fixed, non-refundable, fee which is payable upon presentation of our invoice and before we produce your report and analysis. If required, we’ll also need your express consent to speak with your existing professional advisors if any.
• Stage Three, usually lasting a further 45-minutes is where we’ll go through the post consultation bespoke report in detail with you to answer any questions and explain what each option means in real terms, without seeking to commit you to any one solution.  Please note that you are under no obligation whatsoever to go beyond the Stage Three, but if you do decide to proceed with us, then 50% of any monies paid to date will count towards the final implementation cost** if done so within 30-days of Stage Three, subject to there being no substantive changes and the like.

*Please note that we do not receive commission from any third-party service providers that we may recommend.

**Not including out of pocket expenses such as statutory disbursements such as LPA registration fees or HMLR search fees etc.