Consultation
Inheritance Tax Planning Review
A careful pass over estates, gifts, trusts, and available allowances with referrals to solicitors where legal drafting is needed.
Who typically asks for this
Families with property and investments that may push the estate above nil-rate bands.
What to expect
A careful pass over estates, gifts, trusts, and available allowances with referrals to solicitors where legal drafting is needed. We confirm the fee in writing before any advice is delivered, and we set out what documents help the first meeting stay focused.
Delivery is by video across Great Britain or in person at our St. VonRueden office by appointment. After the consultation you receive a short written summary of recommendations and next steps.