Start with your situation, not our services
Most estate planning websites list eighteen services and leave you to work out which apply to you. That's the wrong way round. Pick the one below that sounds most like you, and you'll get what's relevant to your position and nothing that isn't.
Which sounds most like you?
I own my home and I'm worried about tax
The house is the asset that tips most families over the threshold, and the one nobody wants to touch. What the allowances actually give you, and what can be done.
Start here →I own a business
Business relief changed on 6 April 2026. If your succession plan predates it, it was built on rules that no longer exist.
Start here →I'm caring for a parent
A Lasting Power of Attorney can only be made while your parent still understands it. What to do first, and what deputyship costs instead.
Start here →I hold crypto or complex assets
Your crypto is in your estate at its value on the day you die, and HMRC already knows about it. Exposure, access and succession.
Start here →Someone has died
What has to happen now, what can wait, and how long things take. No form on the page and nothing to sign up for.
Start here →My estate is over £2 million
Above that point the arithmetic changes enough that a conversation is more useful than a form. A senior practitioner completes your review with you, by phone.
Start here →None of them quite fit?
That's the most common answer, and it's what the Clarity Report is for. Eleven plain-English questions, about five minutes, and you'll get a report written for your actual circumstances rather than a category we've guessed at.
It sets out where you stand, what's exposed, and which of the Six Steps apply to you. Checked and signed by a named adviser before it reaches you. It costs nothing, and if it shows you're already in good shape we'll say so plainly.
The Six Steps
Whatever your situation, the framework is the same. Almost nobody needs all six, and we'll tell you which are which.
Professional referrals
For accountants, IFAs and solicitors. What we do, what we deliberately don't, and how referrals work — including the client being handed back.
Read more →Our set fees
Fixed fees, agreed in writing before we start, every price including VAT. Statutory fees paid to the government are shown separately, because they aren't ours.
Read more →Find out where you stand
Eleven questions and you'll have a report written for your situation — what's exposed, what it means, and what would change it. Checked before it reaches you, and no obligation to go further.
Start your Clarity ReportNo obligation. We'll never share your details.