There is no standardised definition within the industry but we define estate planning as follows:
Anticipating and arranging the management and disposal of someone’s estate either during their lifetime or after their death with due consideration given to challenges the estate may face during probate and also in the event of that person losing mental capacity during lifetime.
We always advise to put in place your death planning first. Your death planning is a key part of your estate planning and it consists of suitable wills, trusts and lasting powers of attorney. For a married couple, min. fees are likely to be c£5,400 + VAT.
For lifetime planning needs, such strategic gifting, inheritance tax planning and capital gains tax planning, it will be dependent upon your circumstances.
As we do not provide any regulated financial advice, we do not need to be regulated by the Financial Conduct Authority. Where we recognise the need for regulated financial advice as part of a solution, we will refer you to one of our associate partners who most certainly would be regulated by the FCA as well as coming highly regarded by us in terms of their integrity and technical competecy.
Provided you have assets in the UK, and you’re comfortable with telephone/video conferencing, geography is much less of a barrier. However, there may be instances where we will need to see you physically and if we can’t see you physically we won’t be able to act. We’ll advise you if that’s the case.
For face to face meetings we tend to limit ourselves to London.
For your death planning, i.e. wills, trusts and Lasting Powers of Attorneys there won’t be an ongoing charge other than a small feee to securely store your legal documents.
However, for more complex planning needs which may require ongoing accountancy and regulated financial advice that is something that you will need to consider too.
We don’t currently offer regulated financial advice or specialist accountancy services inhouse. Therefore any arrangements will need to be made directly with those professional partners.
Of course! Book an initial free 30 minute session and we’ll take it from there.
Most of our clients come via referrals from professional advisers – who’ve identified their clients needing specialist advice. The criteria we identifed on our HomePage and the About Us page exemplify the typical client who is likely to require more complex planning for whom the planning is likely to be cost-effective. But there’s always an exception when it comes to family dynamics. Don’t hesitate to reach out, we promise you’ll have our complete unrushed attention.
Our landline isn’t manned all the time. Your call actually gets forwarded directly to a consultant’s mobile. Leave a clear message and we’ll definitely get back to you within 24 hours.
We’ve tried to be as flexible as possible with the many ways people can reach us, so do reach out. But the guaranteed way to ensure you speak to someone is to book a slot into our diary via the ‘Schedule a call…’ widget on several pages.