Annual plans
Keep the plan current, not just the documents
Choose document care for wills and LPAs, or a full annual advisory review for an inheritance tax, trust or cross-border plan.
For will and LPA clients
Estate Care
£495 a year
- Annual circumstances review
- Will and LPA review
- Agreed routine document updates
- inheritance tax exposure check
- Independent will storage
- Priority access
A completely new planning project, new lifetime trust, extensive new drafting or contentious work sits outside routine annual care.
Discuss Estate CareFor advisory clients
Estate & inheritance tax Advisory Review
£995 a year
For inheritance tax, trust, cross-border and Estate Preservation clients.
- Annual planning meeting
- Updated estate values and inheritance tax projection
- Review of gifts and implementation progress
- Existing trust and governance check
- Relevant law and tax-change review
- Revised priority action list
Starts from the first anniversary, because the initial engagement already includes its stated implementation-coordination period.
Trust accounts and tax returns, new trust deeds, regulated advice, conveyancing, major new planning projects, contentious work and foreign legal or tax work are separate.
Discuss an advisory review