The Ultimate Probate Guide
Solve Your Probate Issues… Instantly
- Stop wasting your time going round the internet hunting answers to your probate and inheritance tax questions.
- Avoid generic, unclear or contradictory answers… which are worthless.
- Get perfect, practical solutions specific to your situation.
Save your sanity. Save tens of thousands of pounds: get the perfect solution, tailored to your situation – quickly and cost-effectively.
You’ll also get my popular email delivered to your inbox every Tuesday morning.
Don’t like it? No problem. You can unsubscribe in a click.
Quick, Cost-Effective Probate
Get Probate Easily
Get probate quickly, easily and cost-effectively.
Avoid Inheritance Tax Easily
There are 425 different ways to save inheritance tax. Let’s use them to preserve this inheritance.
Save Your Sanity
Save hours and weeks of fruitless searching: pick the brains of a 30-year probate specialist.
Handle Probate Confidently
Get your copy of the ultimate step-by-step guide probate and estate administration.
What You Can Expect
Probate Advice Specific to You
Your family and your financial situation are unique, so, any wills and probate advice should be unique to you.
The solution to every issue depends on its circumstances – the solutions to your probate and inheritance tax issues are only any good if they are based on: your circumstances, your aspirations and your intentions. Also, the size of this inheritance and you ambitions for this money would influence the perfect solution for you.
Therefore, we’ll start with a blank sheet of paper.
In your advice session, we’ll discuss your aspirations for this inheritance and I outline how you could apply the exemptions, rules, allowances and principles to meet your aspirations for your family’s future financial wellbeing by keeping your inheritance tax bill to as near zero as possible. And, I shall help you understand how the evil of inheritance tax turns a Rolls Royce to a Mini.
I’ll show you how to get probate accurately, quickly and cost effectively.
Clear Understanding of Your Options
Your advice session will leave you with a clear understanding of the philosophies and principles of probate, estate administration and inheritance tax. Most importantly we’ll talk about the rules that surround keeping this estate in your family forever.
You’ll understand how these principles affect your family. Your advice session will leave you with knowledge of the tools you can use to keep your assets safe from HMRC.
You’ll master how to:
- Use trusts – including life interests trusts, interest-in-possession and discretionary trusts – to keep this inheritance and your other assets in your family.
- Create a plan provides confidence and security that your money would stay in your family forever.
- Undertake DIY probate if it is appropriate to your circumstances.
In short, you’ll have a clear understanding of how to probate a will.
Clear Plan
A plan, in crisp clear language that spells out the detail of our planning, with all your options outlined, and recommendations for the best way to achieve your desired objective.
You’d get a statement explaining the consequence of each of your options, and where applicable, the cost of each option.
Fixed Fee Advice
Fixed Probate Cost.
Fixed fee advice – less than half the cost of your phone. No gimmicks. No nasty surprises.
Money-Back-Guarantee
Money-back guarantee. If you’re not satisfied with your advice session and the recommendations to help gift property tax-efficiently, to keep your money in your family, I’ll return your money in full. No questions asked.
Master the Estate Probate Process
Get your free copy of the ultimate guide to probate and administration of estates.
