Know exactly where you stand.
Protect the people who matter most.
From April 2027, most unused pensions will fall inside your estate for inheritance tax. If you have built a meaningful pension, the decisions you make in the next few months could protect — or quietly cost — your family hundreds of thousands of pounds.
We help successful families review their pension, estate and tax position together, so they can act with clarity before the window closes.
A message from Sean
This practice exists for one reason.
Every person who reaches out to us is preparing before the meeting even begins. We make sure nothing about your first conversation feels rushed or complicated.
Sean Kiani is a qualified Independent Financial Adviser, estate planner and inheritance tax specialist. He is not a theoretical adviser. He came to estate planning and tax planning through twenty-six years of consequence, watching what happens when wealth is unprotected, when advice arrives too late, when people make decisions that felt right and cost them everything.
Today he works with business owners, families and individuals across Bournemouth, Poole, Dorset, Central London and internationally who have built something real and want to make certain it is protected.
If you have been searching for a financial estate planner near me, an estate planning adviser, or inheritance tax planning advice in Bournemouth, Poole or Dorset, Sean is the person you have been looking for.
Most advisers have only seen success. Sean has seen what happens when the plan fails. That is why he knows how to make sure it doesn’t happen to you.
If you have pension wealth, please read this carefully.
In April 2027 the rules around inheritance tax and unspent pension funds will change permanently. For the first time, pensions will form part of your taxable estate. For many families that means a 40% tax charge on assets they assumed were protected.
The window to act is closing. Sean is already working with clients on strategies to address this before the legislation takes effect. If this affects you or someone in your family, the conversation needs to happen now — not later.
What happens when you contact us.
When you reach out the first thing that happens is a conversation with me.
I’ll ask you some straightforward questions about your situation. Nothing complicated. I want to understand where you are so that when you meet Sean your time together is focused entirely on what matters to you.
Sean then conducts a Private Estate Review. A thorough personal review of everything you have built, everything that may be at risk, and everything that needs to be structured before it becomes urgent.
You leave with a written Private Estate Strategy. A document that belongs to you. A clear picture of where you stand and exactly what needs to happen next.
Clients tell me it’s the first time someone has explained their situation in a way that actually made sense.
The Private Estate Review is available in Mayfair London, Bournemouth Dorset, and by secure video or telephone for clients based further afield or internationally including Malta and Europe.
What we help with.
Sean works across the full spectrum of estate planning, tax planning and private financial advice across Bournemouth, Poole, Dorset and London. Every service listed below is delivered personally. Nothing is passed to a junior adviser or handled by a call centre.
The Private Estate Review.
This is Sean’s flagship engagement. It is not a product and it is not a package. It is a private comprehensive review of everything a client has built, everything that is at risk, and everything that needs to be structured before it is too late.
It is for one type of person. Someone who has built something worth protecting, who senses that something may be missing, and who is ready to find out exactly where they stand.
The investment is £2,500 for individuals and £3,500 for couples. Fixed fee. No hidden charges. No obligation to proceed to any subsequent service.
Every Private Estate Review is conducted personally by Sean Kiani. Available in Bournemouth, Mayfair London, and by secure video or telephone internationally.
Everything starts with a conversation.
We’ve watched people arrive at this practice afraid of their own financial position and leave with something they didn’t expect.
Not just a plan. Certainty.
If you’re ready to find out exactly where you stand, we’d love to hear from you. Call us, send a message, or simply book a time that suits you.
We work with clients across Bournemouth, Poole, Dorset, London and internationally including Malta, Europe and the Middle East.
Everything starts with a conversation.
Your 30 minutes. Simple. Yours.
No-obligation.
The path is simple: complete the Discovery first so we walk into the call already knowing the facts. Then in 30 focused minutes, I listen, answer your questions, and you choose if you'd like us to draw up your Inheritance Plan.
1. Start Your Discovery
Required first step. Complete the confidential financial position review so your no-obligation 30-minute consultation starts with the facts, not the basics.
2. Request a Callback
Prefer to speak first? Leave your details and we'll call you back to talk through the Discovery before you complete it.
You choose the date, time, and format - phone or online. Bring anyone you'd like.