Consultation
Inheritance & Estate Cashflow Brief
Practical sequencing of gifts, life cover, and investment withdrawals so family support does not quietly erode your own later-life income.
What we cover
We map nil-rate bands, residence relief where relevant, and the cashflow effect of regular gifts versus one-off transfers. Legal documents remain with your solicitor; we focus on whether proposed gifts leave you solvent through care costs and inflation.
Duration: Two meetings over three weeks. Fees start From £1,200 when fewer than four beneficiaries are involved.