Fixed Fee Advice
Save hundreds of thousands in inheritance tax.
Save hours and weeks searching for the right answer.
Do you have a burning question on avoiding inheritance tax?
Do you have a nagging question on estate planning?
Do you have any question on keeping your money in your family for ever?
Recently, I concluded the case of a family that was saddled with a £201,000 inheritance tax bill. This bill was absolutely unnecessary. If they’d had sound inheritance planning advice and estate planning guidance, their inheritance tax could have been zero.
For less than the cost of your phone.
What's Fixed Fee Advice?
Fixed Fee Advice is an inheritance tax and estate planning guidance service for folk who want sound inheritance tax advice so they could assess all options and solutions before taking the next step in avoiding inheritance tax and planning their estates.
Ask any question You Wish
Here’s the thing. If you went to your doctor or took your car to the garage, and they don’t know everything about you, they can’t help you. With over 30 years’ experience, I know the tendency to frame a question, to possibly get the desired answer. Also known as the quick and dirty. But without knowing everything relevant to this situation I can’t help you.
Here's The Deal
I’ll help you take your time to talk through the background of the case, I’ll help you frame the question without prejudice, and I’ll then answer this question and any follow-up question that might arise therefrom. The focus would be on you, not on a generic case.
Take it Apart
I’ll take the case apart is if it were a car engine, I’ll examine all parts of the case, I’ll recommend which new bits to install, put it back together, and it would be firing perfectly – just like you want it.
An Hour
You’ve a whole hour to ask me this question, and any other. The hour passes quickly. And here’s the thing, I’m no clock-watcher.
I’ll write you a report summarising the points of our discussion and my recommendations.
Follow Up
At the end of our discussion, I’ll book a follow up session during which I’ll discuss the report with you.
How it Works
- Simply click the button to book a time that suits in the diary below
- Pay for your Fixed Free Advice
- You’ll get preparation questionnaire – please fill it as completely as you can as it would enable you get the most of our hour rather than going over basic facts
- At the end of our discussion, I’ll send you a report with my recommendations.
- I’ll join you on a subsequent call to go discuss the points of my report.
Why should I invest in Fixed Fee Advice?
For just £499, you get direct access to 30 years of estate planning and inheritance tax planning. In short, I know more about this matter than the Pope knows about the Bible. There’s almost nothing I’ve not seen in that time. I’m confident I can set your inheritance tax planning, on the correct footing, and with my recommendation, we can keep your money in your family forever.
Do you offer support after the call?
I’ll send you a report of our conversation you can refer to it at your convenience. I’ll send you the minutes of our conversation. I’ll send you practices notes of on point of our conversation. I’ll send you a copy of my paperback book. You’ll get one year’s membership of the Maximum Inheritance Club – a forum in which you can ask any inheritance related question.
And, you’ll get a £499 voucher to apply any further work I did for you.
Here's The Deal
I’ll help you take your time to talk through the background of the case, I’ll help you frame the question without prejudice, and I’ll then answer this question and any follow-up question that might arise therefrom. The focus would be on you, not on a generic case.
Can’t I Get the Free Stuff?
There’s plenty of free stuff out there.
I provide a lot of it: there’s this website, there’s my blog, there’s my monthly newsletter which, dare I say it is rather entertaining. I’ve even written a book, a paperback book. But there’s a reason these things are free – they aren’t related to you, they’re not specific to you, they’re not tailored to you.
What do I need to make the call a Success?
The more information you provide the better. You’ll get a preparation questionnaire, after your payment, please fill it as best you can. The hour goes quickly, but I’m no clock-watcher. We’ll take as much time as the situation commands.
Why do I pay before the session?
Most people pay for what they get.
In my experience 79% (I’ve done the arithmetic) of people pay for the benefit of my experience. You’re one of the 79%, but why should you pay for the 21% who want a freebie?
What is the Refund or Cancellation policy?
The fee is refundable if the cancelation is requested at least one full working day before the consultation.