We can arrange a face-to-face meeting at a time that is convenient for you to discuss your estate, your current exposure to IHT, and how your current and future wishes may affect this.
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.
The initial meeting will take around 45 minutes to an hour depending on the complexity of your affairs.
Following your appointment, the report will be sent within 7-14 working days.
We work on a fixed fee basis agreed in advance before any work commences.
Lisa B, Wiltshire
You can email our Legal Services team or call us on 01380 723692