Private Consultation
What is a Private Consultation?
A Private Consultation is a discreet, one-to-one discussion designed to help you understand how inheritance tax, business protection and legacy planning apply to your circumstances.
Together, we review your estate and business structure, identify potential exposures to inheritance tax, and outline bespoke strategies to protect your wealth and legacy. The aim is to give you absolute clarity before any formal recommendations are made.
Book a Private Consultation
Please enter your contact details in to the form and choose a time that is most convenient.
Our Advisory Focus
Our consultations center on three pillars of lasting protection each designed to preserve wealth, stability, and legacy.
Inheritance Tax & Estate Structuring
We help you design tax-efficient estate structures that protect family wealth across generations. Through strategic life cover and trust planning, we ensure more of your estate passes to those it was intended for not to tax liabilities.
Business Protection & Shareholder Planning
Your business is both an asset and a legacy. We create continuity plans that protect ownership, valuation, and confidence ensuring your enterprise remains secure in every eventuality.
Executive & Key Person Cover
Leadership drives enterprise value. Our protection strategies safeguard against the financial impact of losing key individuals, preserving stability and investor assurance.
What To Expect
Our process ensures clarity and control.
01
Discovery & Asset Review
A confidential conversation to map your current position and objectives.
02
Strategic Design & Structuring
We craft a tax-smart, tailored plan aligning business and personal wealth.
03
Technical Underwriting & Implementation
We work with FCA-authorized specialists to initiate cover, trusts and business agreements.
04
Ongoing Stewardship & Review
Your structure evolves with your business, family and the tax environment.