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

Action required - Please 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.

Full Form

This form MUST be completed in order that :
  1. We can review your situation and prepare for your meeting
  2. We can prepare answers to your questions
  3. We can both make the best use of the available time
If you do not know the exact answers to some of the questions below, your best guess will be sufficient at this stage
If any field is not relevant please enter NA (Not applicable)
Without full completion of this form, we will be unable to properly prepare for your meeting.  The free allocated time of 30 minutes does not allow for the collection of this information, as we require the full 30 minutes to provide you with information specific to your situation.  For this reason, we will regretfully have to cancel any meetings where we have not received this fully complete form.  Thank you for your understanding
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