Plain-English commentary on Inheritance Tax, pensions, trusts and the decisions that decide where your money actually ends up. Written by Sean Kiani.
Private estate planning, wills, trusts and inheritance tax advice from our Bolton Street, Mayfair office — discreet, senior-led and fixed-fee.
If you need a will urgently — health, family change, imminent travel — here's how quickly a professionally drafted will can be in place, and what to do today.
A straight-talking guide for people with real wealth, real advisors, and a problem they don't yet know they have. Outdated wills, stale trusts, the April 2027 pension change — and the conversations most families never have until it's too late.
He left England after a divorce, built a new life and a property business in Spain, and made real money. Then a UK personal guarantee from his old life caught up with him — and the stress of not deciding cost him more than the debt ever would have.
From April 2027, the pension you spent a lifetime building stops being a sheltered legacy and becomes part of your taxable estate. Here is what changes, who is exposed, and the moves worth making now.
Specialist IHT planning for high net worth individuals — trusts, gifting, pension restructuring, business and agricultural relief. Senior-led advice from our Mayfair and Bournemouth offices.
Dying intestate means the rules of intestacy decide who inherits — not you. Who's at risk, what probate looks like without a will, and how to protect the people you love.
An LPA can only be made while you still have mental capacity. What an LPA covers, what happens without one, and why acting now — whatever your age — matters.
A warning-first guide for UK retirees and expats considering a pension transfer to Gozo or Malta. Why the tax efficiency promised on the brochure is often more complicated in practice.
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.
Required first step. Complete the confidential financial position review so your no-obligation 30-minute consultation starts with the facts, not the basics.
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.
Members of the Society of Will Writers|28 years of specialist estate planning practice|Serving families across Dorset, Hampshire and the South of England
