Consultation
Estate & Inheritance Planning
Structured advice on wills, trusts, gifts and inheritance tax so your family's assets pass according to your wishes.
From £1,450 for a standard estate overview; complex multi-property or business estates quoted individually.
Who it is for
Homeowners, business owners and families in Scotland and across the UK who want clarity on how wealth will transfer, and how inheritance tax might affect what beneficiaries receive.
The result
A written estate plan that sets out recommended structures, estimated tax exposure, and the practical next steps with your solicitor.
Scope
Review of current wills and expressions of wish, mapping of assets and liabilities, inheritance tax estimate, discussion of trusts, gifts and charitable bequests, and a prioritised action list.
Included
- Initial discovery meeting (up to 90 minutes)
- Written estate overview and inheritance tax estimate
- Recommendations on trusts, gifts and will updates
- Coordination note for your solicitor or accountant
- One follow-up call within 30 days
Not included
- Drafting of legal documents (wills, trust deeds)
- Accountancy or tax return preparation
- Ongoing discretionary fund management
How the engagement runs
An Ashdown Estate & Wealth adviser with experience in UK estate and inheritance planning. Typically three to five weeks from first meeting to written recommendations.
- Share a short summary of your family situation and key assets
- Attend a discovery meeting in Altenwerthfield or by video
- Receive your written estate overview within ten working days
- Review recommendations together and agree next steps with your solicitor
Location & delivery
Meetings at our Altenwerthfield office or by video call across the UK.
Preparation
Bring recent pension statements, property valuations if available, and copies of existing wills or trust documents.
Constraints
We provide financial advice only. Legal drafting must be completed by a qualified solicitor.
Fees & next step
From £1,450 for a standard estate overview; complex multi-property or business estates quoted individually.
Request an introductory consultation via our contact form or appointments page.
Enquire now