Based on your answers · Trust and estate planning
An inheritance tax plan
Planning without a new will. Every line is its own fixed fee unless marked.
| Inheritance tax plana plan with your accountant or adviser | £750+ VAT |
|---|---|
| FeeIncluding VAT at 20% | £750+ VAT£900 |
Regulated work (trust wills, probate, trust and estate administration) carries a small onboarding fee for the matter and an identity check for each person. Standard wills and powers of attorney do not. It is confirmed before any work starts. For this plan it is £26.25 + VAT: £20 for the matter and £6.25 for the identity check.
- Timescale
- Three to four weeks.
- Who does the work
- Aaron Johnson, Consultant Solicitor and TEP, personally. No hand-offs.
Worth knowing
- A written plan of your inheritance tax position and the steps worth taking, agreed in one joint meeting with your accountant or financial adviser. Any documents it recommends are priced as their own items.