Consultation
Inheritance & Family Wealth Conversations
Practical conversations on gifts, wills readiness and how family wealth moves between generations.
From £380 · Session fee from £380; wider estate projects quoted
Inheritance planning here means honest discussion about who should receive what, when gifts make sense, and how to avoid leaving relatives with unfinished paperwork. We do not replace a solicitor; we prepare the financial picture so legal work proceeds with fewer surprises.
Who it suits
Families planning gifts, inheritances or the orderly transfer of savings and property
Outcome
Documented options for gifts, trusts referrals and estate readiness, coordinated with your solicitor where needed