Consultation
Inheritance & Estate Planning Advice
Guidance on how pensions, gifts and lifetime transfers interact with inheritance tax — working alongside your solicitor where needed.
Quote-based after an initial scoping conversation.
This consultation is delivered by a Wrenfield adviser as a focused piece of UK financial advice and consulting. Scope and fee are confirmed after a short introductory call so we do not over-specify work you do not need.
Quote-based after an initial scoping conversation.
Meetings take place at our High Cormier office or by video. Bring recent statements for the accounts or policies under discussion.