Consultation
Inheritance Conversations
Guided family discussions about wills, gifts, and how assets may pass on — without the pressure of a sales meeting.
Who it suits
Parents and adult children who want a shared understanding before instructing a solicitor.
Guided family discussions about wills, gifts, and how assets may pass on — without the pressure of a sales meeting. Fees are facilitated session from £380.. For a fuller household review, see our Family Financial Planning engagement.