Inheritance & Estate Conversation
Practical guidance on wills, gifts, trusts, and lifetime gifts so family wealth passes with fewer surprises for heirs.
At a glance
- Duration
- One to two deep-dive sessions with written follow-up
- Delivery
- In person preferred for family meetings; remote available
- Fees
- From £780 for an initial inheritance conversation package
Family wealth conversations
Inheritance planning works best when family members understand the reasoning, not only the documents. We facilitate structured conversations about lifetime gifts, potential inheritance tax exposure, and how property or business interests might pass — then coordinate with your solicitor for formal drafting.
The initial conversation package starts from £780 and includes preparation notes and a written summary for your legal adviser.