Wills and Trust Planning
Inheritance Tax Planning
Property Tax Planning
Business Owners Tax Planning

How are we paid?

Q: How are you paid for the services you provide?
A: All of our fees are fixed and agreed with you in advance of any work being carried out on your behalf. In most cases this has the effect of significantly reducing the cost of your Inheritance tax plans over the long term.

We are paid in the following ways:

  • Planning or Advice
    By charging a fee for providing detailed solutions to the issues that concern you.
  • Implementing
    By being paid fees for arranging the most appropriate solutions for you.
  • Recommendation
    By being recommended by you because we have delivered great results!

As part of our process this is how it works for our clients:

  • Initial meetings – FREE of charge to determine if we can actually help you and how
  • Advice – You engage us to provide you with advice – you pay an agreed fixed fee for a report and follow up meeting
  • Implementation – If you agree to proceed with our recommendations – You pay an agreed fixed fee by cheque or bank transfer
  • Annual reviews – you pay a standing order monthly only if you require this service.

Q.What exactly do you mean by “Fee Based”?

The fees we charge are always agreed with you in advance. Our only income streams are fees paid by clients. We receive no commissions or kickbacks from suppliers.

In all cases, we will ask you to pay your fees in advance by cheque or bank transfer

If you would like to know more about the benefits of fee-based advice, please call us or Email us.

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