Most popular advisory service
Plan for the tax before your family inherits the problem
We work out what you're likely to owe, test how that changes over time and set out the options, then coordinate your solicitor and adviser to get it done.
Try the illustrative Inheritance Tax DiagnosticWhat this service does
Turn uncertainty into decisions your family can act on
We join up the tax, the family, the assets and the practical next steps, so you can make informed decisions without being handed a list of disconnected options.
See the whole position
Understand the likely inheritance tax bill now, how it may change and where ownership, allowances or liquidity need attention.
Compare the real choices
See what each planning route could achieve, what it would cost and what control or access you may be giving up.
Get the plan moving
Leave with written priorities, then have the agreed legal, tax and regulated workstreams coordinated for 12 months.
What you'll receive
A comprehensive service, not just a tax calculation
You receive the analysis, the written plan and the coordination needed to turn agreed decisions into practical action.
Included in your engagement
- Full estate and ownership review
- Current and projected inheritance tax calculation
- Planning options compared, with the trade-offs
- Written report and priority action plan
- 12 months coordinating the agreed actions with your professional team
1. Model the position
We map the estate, ownership and likely tax position now and over time.
2. Decide what matters
You receive a written comparison of the available routes and their trade-offs.
3. Coordinate the actions
We keep the agreed legal, tax and regulated workstreams aligned for 12 months.
Legal drafting, valuations, tax returns and regulated investment, pension or insurance advice are separate. You see and approve every external fee before that work begins.
Fixed fees based on the estate being reviewed
Larger estates usually involve more assets, ownership structures, reliefs, scenarios and professional coordination. The fee is fixed, not a percentage of your estate or any projected tax saving.
The band is based on the approximate combined value of the assets included in the review, before inheritance tax exemptions and reliefs and after secured borrowing. For couples, we use the combined estate being reviewed.
Fixed Repton fee
£2,995
Estates above £15m: one fixed fee, agreed at your first meeting and confirmed in writing before anything starts.
Estate Preservation
Need the wills and LPAs dealt with too?
Estate Preservation combines the full inheritance tax & Succession Planning service with wills and LPAs drafted around the plan. One engagement. One timeline.
| Estate band | Single | Couple |
|---|---|---|
| Up to £2m | £3,995 | £4,995 |
| Over £2m to £5m | £6,995 | £7,995 |
| Over £5m to £15m | £10,995 | £11,995 |
Estates above £15m: one fixed fee, agreed at your first meeting and confirmed in writing before anything starts.
Lifetime trust deeds, OPG registration fees, regulated financial advice and other external professional work are separate.
Book a free planning discussionCommon questions
Repton provides estate-planning and inheritance tax strategy. We don't give regulated investment, pension or insurance advice. Where a regulated product may be relevant, we describe the need and the intended outcome and introduce you to an FCA-authorised adviser who is solely responsible for any personal recommendation.
Ready to see the whole position?
A free planning discussion will confirm the right scope and estate band before any work starts.
Book a free planning discussionConsidering a lifetime trust? Explore Trust Planning & Coordination.