Request an inheritance tax review

Start with a structured review of your estate, then decide whether to proceed with implementation. Every engagement begins here.

Not sure this is the right review? Learn more about what's covered

This is the one tax bill your family settles when you’re not there to correct it.

What you walk away with

  • What your estate would actually owe as things stand — the IHT liability, quantified
  • Whether your business and agricultural assets qualify for relief under the current rules, and whether the RNRB is available to you
  • A prioritised plan for what to change, and in what order

Sometimes the review concludes you shouldn’t proceed — that you’re already well-positioned, or that the work would cost more than it returns. We’ll tell you so plainly. The review isn’t a route into implementation you don’t need; it’s the calculation that tells you whether the work is worth doing at all.

Sometimes it’s that your estate is already efficiently arranged, or that a simpler step does what a trust would.

The Estate & Succession Review

From initial review through to implementation and ongoing estate monitoring.

The review is a standalone deliverable — a written report with specific recommendations you can act on yourself. Or it becomes the first step of the journey below.

Review Fixed fee

Inheritance Tax Planning Review

Full review of estate structure, available reliefs, and planning options

£3,000 – £7,500

  • Initial consultation (90 minutes)
  • Estate valuation and IHT liability quantification
  • Business Property Relief (BPR) and Agricultural Property Relief (APR) assessment
  • Residence Nil Rate Band (RNRB) eligibility review
  • Succession planning options analysis
  • Written report with prioritised recommendations
Implementation Indicative

Estate Planning Implementation

Trust setup, will restructuring, ownership changes, and relief claims

£2,500 – £15,000 indicative

The review ends with a fixed quote for exactly this work — so before you commit to implementation, this range becomes a single number.

Typical components: trust setup · BPR/APR planning · lifetime gift programme · will updates · family investment company (where applicable)

We stay in our lane.Trust deeds, wills and any company Articles are drafted by a solicitor — you can appoint your own or use one of ours. We instruct, review and integrate the tax position.

Ongoing Indicative

Annual Estate Review

Keep the plan current as the rules move — at each annual review we bring you the changes that affect your position (BPR/APR, pensions IHT, thresholds), so the plan still does what it was built to do.

£1,500 – £6,000/year indicative

Typical components: annual estate review · lifetime gift tracking · annual planning meeting · trust administration (where trusts in place) · reform briefings (BPR/APR, pensions IHT)

New trust setups, will rewrites or major gift programmes become separate fixed-fee engagements under the Estate & Succession review.

All fees are exclusive of VAT at the standard rate (20%). The review fee is confirmed at engagement. Implementation and ongoing fees are indicative and confirmed in writing after the review is complete. There is no obligation to proceed beyond the review.

For fees of £1,000 or above, the agreed fee is split into equal instalments invoiced at intervals throughout the engagement rather than as a single up-front payment. Your engagement letter confirms the exact schedule.

Quick phone questions are free at every stage — prospect, current client, or past client. See our Talking to us rule for what's included and what becomes a separate engagement.

Fee ranges last reviewed 5 April 2026. See how our fee ranges have changed.

What happens next

  1. Submit the form below so we can understand your situation and prepare a fee proposal
  2. We review your submission and confirm a fixed fee in writing — usually within one working day
  3. You decide whether to proceed — no obligation, and no advice is given until you have agreed our engagement letter

Prefer to talk? Call us on 01604 800282

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