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Inheritance tax & estate planning

Preserving your legacy

See what the taxman could take from your family, and the simple steps to stop it. Get your number in about two minutes.

No sign-up to get your number · over 26,472 families helped in the last 5 years
A family together at home
Simple, no pressure

Three easy steps

You do the easy part. We do the work. No obligation at any stage.

1

Calculate your tax

Answer a few simple questions and see your inheritance tax position straight away.

2

Get your Estate Planning Score

A clear picture of where you stand across wills, powers of attorney, trusts and tax, and what's worth a look.

3

A free 15-minute call

A free 15-minute call with an estate planner walks through your score and your options. Only if you want to.

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Our services

Everything your estate needs, in one place

Expert help across every part of estate planning, so you and your loved ones don't pay tax you don't need to.

Inheritance Tax

Understand how inheritance tax affects your estate and the steps to reduce it for the next generation.

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Trusts

Whether a trust is right for you, to protect assets and control how they pass down.

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Powers of Attorney

So someone you trust can act for you if you ever can't make decisions yourself.

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Estate Planning

Bringing your will, trusts, allowances and wishes together into one clear plan.

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Wills

A properly drafted will that makes sure everything goes where you want, with no stress for your family.

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Long-term Care & Legacy

Plan for care costs and leave the legacy you intend, modelled around your family.

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Over 26,472 families helped in the last 5 years

That's how many have used our inheritance tax calculator and Estate Planning Scores since 2021, with over a quarter of a million families across 20 years. And the rules are changing: from April 2027, most pensions count towards inheritance tax, so now is the time to know where you stand.

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Remove the guesswork

What will the taxman take from your family?

Find out in two minutes, free, no sign-up to see your number. Or call us on 0207 183 0136.

Calculate your inheritance tax →