Phoenix - Your AI AssistantReview your UK Inheritance Tax position and planning options
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4 days
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What you get with this Offer
I'll review your current Inheritance Tax position and walk you through the allowances, reliefs and planning options that apply to your situation — in plain English, not jargon. This covers the Nil-Rate Band, Residence Nil-Rate Band, gifting rules, and where relevant, an overview of trusts or Business and Agricultural Property Relief.
This is a planning and guidance service, not legal drafting of wills or trusts — I'll be clear about where you need a solicitor alongside this. I'm FCMA and CGMA qualified with 18+ years of UK accounting experience, and Managing Partner of a London-based accountancy practice.
In this offer: • Review of your estate's current IHT exposure • Explanation of available allowances and reliefs • A live call plus written summary • Practical next steps (Advanced tier includes a fuller report)
Note: IHT thresholds and reliefs are subject to change and depend on your exact circumstances — this consultation explains the current rules as they apply to your situation, but isn't a substitute for formal legal advice on wills or trust drafting.
This is a planning and guidance service, not legal drafting of wills or trusts — I'll be clear about where you need a solicitor alongside this. I'm FCMA and CGMA qualified with 18+ years of UK accounting experience, and Managing Partner of a London-based accountancy practice.
In this offer: • Review of your estate's current IHT exposure • Explanation of available allowances and reliefs • A live call plus written summary • Practical next steps (Advanced tier includes a fuller report)
Note: IHT thresholds and reliefs are subject to change and depend on your exact circumstances — this consultation explains the current rules as they apply to your situation, but isn't a substitute for formal legal advice on wills or trust drafting.
What the Freelancer needs to start the work
Please provide: an approximate estimate of your total estate value (property, savings, investments, business assets), details of any existing will or trust arrangements, and the specific questions or decisions you want covered. Relevant documents are helpful but not required for the initial consultation.