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Thank you for booking an appointment with Charles.
A confirmation email with the Zoom link has been emailed to you.

To give you the most suitable advice and make best use of your FREE 30 minute meeting please take a few minutes to complete the following information with your best approximate answer.

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.
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