Our work
We would rather publish our prices than let you discover them. These are the fees we actually charge.
Fees are shown excluding VAT and cover the whole of the engagement described.
The compulsory starting point. We reconstruct your actual position: what you hold, in what form, with what tax on exit and what protection on death.
The range reflects the number of children, whether a business is involved and any existing structures. We price the work after the review, never before.
A fixed fee, between 0.3% and 0.8% of the sale price depending on complexity. We always refuse any fee linked to the reinvestment.
For clients who have had a review. One annual look at the strategy, at tax legislation and at what has changed for you.
The same path for everyone, whatever the size of the estate.
An hour to understand your position and tell you frankly whether we can help.
No fee, no obligation
Scope, fees and timetable in writing before any work starts.
Within 5 days
We collect the documents and reconstruct your actual position.
3 weeks
A presented report, costed scenarios, and a timetable of what to do and when.
A 90-minute meeting
The first hour is free of charge and without obligation.