Pay your initial fee of £497 to start the advice process.
You have learned enough, and you are now ready to engage us to get comprehensive personal advice and help to produce a detailed plan to resolve your Inheritance tax problem.
Our initial advice service requires you to pay an upfront fee of £497 to receive advice valued between £3000 and £5000.
Please take the time to watch the 11-minute video below to get a detailed understanding of the service you will receive for your fee of £497.
As explained, our initial fee is £497. This covers the following:
Collect all the relevant information from you.
Clarify the information to get a full understanding of your circumstances and requirements.
Develop a suitable strategy to meet your short, medium and long-term goals.
Deliver the most suitable advice in writing and video in an easily understood manner.
Declare in writing all the relevant costs and fees you will incur to implement all our advice and any strategies we recommend. We cannot quote fees to you before this stage because we do not know what you require.
Hold an UNLIMITED (subject to our discretion) number of 1-hour ONLINE ONLY meetings with you to clarify our advice.
Answer all your questions until your understanding is sufficient for you to decide on how to implement all, or parts of the advice delivered.
Help you decide which parts of our advice you wish to implement.
Help you to produce and agree on a detailed plan to determine how you will implement your planning.
Help you to determine the order in which to implement your planning and the timescales involved.
To put this in perspective, to get to the same point with a Legal firm is likely to cost well over £5000 just to collect the information and get the advice.
Once your £497 payment is received, we will send out all of the relevant documents to collect your financial information to enable us to deliver suitable advice to you.
Please note this fee is non-refundable after you have held two personal ONLINE meetings to explain your advice.
We look forward to working with you.
To take full advantage of this amazing offer please click on the link below.
Yes, I would like to pay my initial fee of £497.
