How We Work

We aim to help you using our FAIR process.

Our process for working with new clients has been set up to to be as FAIR as possible to all parties, and allow you to pay for each stage as you go along without being obliged to proceed further.

The process can be split into FOUR main stages which can be summarised by the acronym FAIR.

F – Free initial video tutorial and Q&A webinar to explain how we work and determine how best we can help you. The video tutorial lasts around 90 minutes. The follow up Q&A webinar can be anything between 60 minutes and 90 minutes and is also at no cost or obligation to you.  We are happy to invest this initial time with you free of charge so you fully understand the strategies we use to help you, how we work and how we can help you.

A – Advice which is usually delivered by means of a written report, followed up by a recommendations meeting.

If after the free video tutorial and Q&A webinar you wish to proceed to the next stage, we will ask you to pay a small fee of £297 to deliver your personal advice.

We will send you some questionnaires to complete so we fully understand your situation and goals and then send you a personal “Advanced Wealth Retention Plan”. This plan will explain to you how best to protect your estate and avoid Inheritance Tax and all the fees involved. Also as part of this small fee, we will agree for you (and your children if you wish) to attend a 60 -90 minute “IHT solutions” webinar. This is to fully explain your plan in depth so you understand the recommendation we are making to enable you to make a sensible decision on how you wish to proceed.

Also included in the fee is a follow up 1-1 personal recommendations meeting when we agree with you which parts of our recommendations you wish to implement. You choose if you wish to engage us to implement some or all of our recommendations. You are not obliged to implement any of the recommendations contained in the report. After attending that webinar you are invited to attend a personal 1-1 meeting where we discuss your own particular situation and if you wish to implement the plans we have recommended to you.

I – Implementation of our recommendations. After the recommendations meeting, you decide which, if any, of our recommendations you wish to implement immediately. You pay for this implementation by cheque or bank transfer, as you prefer. For your peace of mind the fees are fixed (we do not charge on an hourly basis) and declared to you in advance with your recommendations. In some cases, further meetings are required if the advice being implemented involves complex plans. As we deal with the administration required to implement your new plans we will update you at least every two weeks of our progress.

R – Review regularly. Once the initial implementation has been completed, we meet again for a “Service and consolidation meeting” to review your current situation and agree on a long-term review and maintenance plan to help ensure your long-term objectives are met. This is done by either paying a regular monthly fee or paying for meetings as and when you decide to hold them. This review process will be explained in full to you at the free initial meeting.

For more information on how we can help you please register for our FREE How to avoid inheritance tax course

How to avoid Inheritance tax

Why Choose Us

How you will benefit from our advice

FAQs

Please check the answers to our most commonly asked questions.

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