Our Process & Pricing Structure

Treating our Clients fairly is at the heart of everything we do, and our Fee Structure is no different.
We always charge fixed fees for our services, as we believe it is the only fair and un-bias way to deliver the best advice and service. 

We do not like to work on a commission basis or charge hourly rates, as we believe you should always know in advance the full and final costs before you make a decision to proceed with any planning. The fees we charge are based on the complexity of your specific requirements and are not variable by the value of the Estate we are helping you with.

Below is a guide to the fees you can expect to be charged depending on your unique and specific requirements, and are not a definitive list of our charges. 

We also offer a range of Client Service Level Plans that offer significant benefits to subscribers, including discounted rates on many of our services.

All prices are based on a couple and are inclusive of V.A.T.

Please note that our minimum Savings threshold for new Clients is £150,000.

Public Webinars & Seminar Attendance

Initial Meeting

Discovery Meetings

Inheritance Tax Implementation Meetings

Estate Planning Implementation Meeting (Based on a couples Estate Planning)

On average our Estate Planning Clients pay £3,421
Contact Us
Got a question you would like to ask us?
This website uses cookies to ensure you get the best experience on our website. See Cookie Policy for info.