Consultation
Inheritance & Estate Conversation
Talk through wills, gifts, and IHT exposure in practical terms before instructing solicitors.
Who it is for
Families with property, pensions, and gifts to consider before a solicitor drafts documents.
What you receive
A briefing note for your solicitor covering priorities, gifting capacity, and pension death benefits.
Preparation
Bring existing wills if any, property valuations, and pension death benefit nominations.
Constraints
We work alongside solicitors; legal drafting is not part of this engagement.
Included
- Asset and beneficiary overview session
- IHT threshold discussion in plain language
- Pension nomination reminder checklist
- Solicitor briefing summary
Not included
- Will drafting or probate work
- Trust formation
How this engagement proceeds
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1
Overview
We list assets, existing wills, and family wishes.
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2
Priorities
We flag IHT pinch points and pension nomination gaps.
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3
Handoff
You receive a note to take to your solicitor.