Thank you for booking an appointment with Charles.
A confirmation email with the Zoom link has been emailed to you.
Action required - Please read and complete the form below

Only a few fields are compulsory and so if you do not know the information simply leave that particular field empty but try to fill in as much as possible

Please note that without most of this information we cannot prepare for your meeting and it will be more difficult to help and advise you.

As we are Inheritance tax specialists we only work with clients who currently have an Inheritance tax problem if they had died yesterday.

  • Married couples or Widows – Your current net assets must exceed £1 million
  • Divorced or single people – Your current net assets must exceed £500,000.

All your information is kept strictly confidential.
Please note without your financial information it will be more difficult to help and advise you.

Thanks for booking your meeting.
We look forward to helping you at the agreed time.
Please set a reminder on your phone to ensure you attend on time.

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