How We Work

We are FAIR

We are using our unique concept to help our clients which 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 IHT video tutorial and Q&A webinar

 

This stage will help you to understand how we work and determine how best we can help you. The video tutorial is made of short modules and lasts around 90 minutes in total. 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 on your IHT

Our advice 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. This fee includes:

Advanced Wealth Retention Plan

  • 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.

1-1 personal recommendations meeting

  • 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.

I – Implementation of your IHT plan

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.

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.

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.

R – Regular Review of your IHT plan

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 paying Inheritance Tax

Find the best way how to avoid Inheritance tax with the most comprehensive video course on UK Inheritance tax. This course is available FREE if you are interested in paying zero Inheritance tax and retaining your hard earned wealth for your familySign up now.

You are the sole judge of our performance. We believe that your perception of our performance is the reality. If anything we do falls short of your expectations, we are pleased to offer you a money back service guarantee.

arrow_upward