Consultation
Inheritance & Family Wealth Conversation
A guided discussion on gifting, trusts referrals, and how pensions and ISAs sit alongside intended bequests — without legal drafting.
From £275 — per conversation session
Who it is for
Parents and grandparents planning how wealth passes while remaining financially secure themselves
Duration & delivery
75-minute session with follow-up notes
Fee basis
£275 — per conversation session
Next step
Arrange a family wealth conversation.
Book this meeting
Tell us which decision you are facing and we will confirm suitability before holding a diary slot.
Enquire now