Working With Professional Advisors
Your clients occasionally need estate planning support that goes beyond a standard will. I work alongside IFAs, accountants, mortgage brokers and solicitors across the UK to handle those cases properly, protecting the financial planning you have already put in place.
When to bring me in
- •When a client's estate is approaching or above the inheritance tax threshold and it has not been properly planned
- •When a blended family needs careful ring-fencing (second marriages, children from previous relationships)
- •When a client is selling a business and needs succession planning
- •When an existing will is outdated or does not reflect the client's current financial or family situation
- •When LPAs need drafting alongside the wider estate structure
- •When something feels like it has not been properly joined up and needs a second look
Professional Introducer Relationships
I regularly support:
- •Independent Financial Advisors & wealth managers
- •Accountants and tax advisers
- •Mortgage brokers and protection advisers
- •Conveyancing solicitors
- •Other professional advisors whose clients need estate planning
My approach is simple: I treat your clients as if they were my own, with clear communication, professional service and no pressure tactics.
Estate Planning Services
I provide comprehensive estate planning for your clients:
- •Will writing (single, mirror, trust-structured)
- •Trust planning (property protection, discretionary, life interest)
- •Inheritance tax planning and mitigation strategies
- •Lasting Powers of Attorney (property & finance, health & welfare)
- •Estate reviews and ongoing support
Experience & Credentials
- •Holder of the CII Advanced Diploma in Financial Planning
- •20 years advising families, including regulated financial advice
- •Member of the Institute of Professional Willwriters
- •Deep experience with complex family finances, high-net-worth estates and cross-border planning
- •Personal experience as executor for my father's estate
How Referrals Work
Your reputation matters.
When you introduce a client, I deliver professional service that strengthens your relationship, not weakens it.
No commission pressure.
I'm not looking for formal referral agreements. I simply want to be a resource you can trust.
Clear communication.
With client permission, I'll keep you informed at key stages: consultation completed, documents drafted, work finalised.
Transparent process for your clients:
- 1.Free consultation (30-45 min) to understand their needs
- 2.Clear fee quote with no hidden costs
- 3.Professional drafting with plain English explanations
- 4.Completion typically within 2-3 weeks
Reciprocity.
I provide estate-planning and inheritance tax strategy, but not regulated investment, pension or insurance advice, tax compliance or legal advice outside my role. Where clients need that work, I coordinate with the appropriate authorised or legal professional.
Clear, Transparent Fees
Your clients know the Repton scope and fixed fee before work begins. Published fees cover inheritance tax & Succession Planning, Trust Planning & Coordination, Estate Preservation, wills, LPAs and specialist services. External legal, regulated and statutory fees are shown separately. Full fee information is available at the fees page.
Let's Talk
If you'd like to discuss how I might support your clients, or if you have a specific case to explore, I'm always happy to have a conversation.
No pitch, no pressure, just a professional discussion about whether we might work well together.