Consultation
Inheritance & Estate Conversation
Practical advice on wills, gifts, pension death benefits, and how UK inheritance tax allowances may affect your family.
We help you list assets, identify potential inheritance tax exposure, and clarify where pensions sit outside a will. Where a solicitor is required for drafting, we explain what instructions they will need. We do not draft legal documents ourselves.
Sessions often include adult children once you are ready, so everyone understands why gifts, trusts, or life cover may or may not suit your circumstances.