Consultation
Inheritance & Family Wealth Conversation
Structured discussions on gifting, IHT allowances, and how investments sit alongside wills already in place.
Who it is for
Families preparing gifts, reviewing life cover, or clarifying how investments pass on
Result you can expect
A written note of options that works with your solicitor’s estate planning
Included
- Allowance and gifting overview
- Investment wrapper suitability for legacy goals
- Referral coordination with your solicitor
Not included
- Will writing or trust deeds
- Probate administration
How the engagement runs
- Family goals meeting
- Options paper
- Follow-up with legal advisers if requested
Preparation
Existing wills summary and a rough asset list.
Constraints: Legal documents must be prepared by a qualified solicitor.