Consultations
Inheritance Tax Conversation
A focused session on how gifts, pensions, and property sit within current UK inheritance tax allowances — preparatory to solicitor work, not a substitute for it.
Who this suits
Families in Scotland and the wider UK who want to understand exposure before instructing a solicitor or accountant.
Fee basis
£420 for a two-hour consultation and summary note.
Full engagement letters set out document lists, meeting format, and deliverables before work begins. For a comparable deep-dive structure, see our Retirement Income Planning flagship consultation.