Inheritance Tax Wealth Reviews

How it works.

We can arrange a face-to-face for an Inheritance Tax Wealth Review at either our Devizes, Bath or Trowbridge offices, meeting at a time that is convenient for you to discuss your estate, your current exposure to Inheritance Tax, and how your current and future wishes may affect this.

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What information do I need?


We will need details of your life's work and achievements so far, known as your estate.

This will consist of all the assets you own or control for example, property, a business, cash, art, monies, cryptoassets, jewellery, life insurance, stocks and shares.

It also includes any liabilities you may have, for example mortgages, loans etc.


How long will it take?

The initial meeting will take around 45 minutes to an hour depending on the complexity of your affairs.

When will it be ready?

Following your appointment, the report will be sent within 7-14 working days.

How much will it cost?

We work on a fixed fee basis agreed in advance before any work commences.

"I have no hesitation in highly recommending Charlton Baker for a professional, friendly, and helpful service for advice and assistance on inheritance tax planning, probate and associated legal matters".

Lisa B, Wiltshire

Who do I speak to?

You can email our Legal Services team or call us on 01380 723692

We are always here to talk

Get in touch