Free tools first. Specialist help if and when you want it.
Everyone arrives at estate planning from a different place. Some people just want a number and a clear explanation. Some know they need professional help and want someone they can trust to take it on. Some have estates that will need attention for years, not weeks. Estate Planning Specialists works at all three levels. The first is free for everyone, always, and there is never any obligation to go further.
For anyone, at any stage. No sign-up, no catch. Our calculators estimate inheritance tax, check your nil rate bands, project probate costs and test your exposure to the April 2027 pension changes, all using current 2026/27 HMRC figures with the working shown. Alongside them sit plain-English guides to probate, wills and estate planning, written from gov.uk, HMRC and HMCTS sources and dated so you know they are current.
- ✓Inheritance tax and nil rate band calculators
- ✓Probate cost estimator
- ✓2027 pension exposure checker
- ✓Plain-English guides, dated and sourced
- ✓Free for everyone, always
For when your situation needs professional hands. Blended families, business assets, cross-border estates, contested wills, estates near or over the tax thresholds. Tell us about your situation and one of our estate planning specialists suited to it will take a look. No cold calls, and you remain free to walk away at any stage.
- ✓One of our own estate planning specialists
- ✓Probate, estate planning or inheritance tax, whichever you need
- ✓Free first conversation, no obligation
- ✓No obligation to proceed
For estates that need attention over time, not just once. Rules change and families change. With our team, you can put in place periodic reviews of wills and estate structure, updates when legislation moves, and a standing relationship so your family already knows who to call. Where a solicitor is needed for the legal side, we work alongside a regulated firm and stay on the money side.
- ✓Periodic reviews of wills and estate structure
- ✓Updates when legislation changes
- ✓A standing relationship with our team
- ✓You choose if and when to proceed
Not sure which applies to you?
Run a calculator first. The numbers usually make the next step obvious.
We are accountants, not a law firm. Read more about how we work.
Some estates need more than a calculator
Some estates are simple. Many are not: blended families, business assets, property abroad, pensions after April 2027. If you would like a professional to look at your situation, tell us a little about it and one of our estate planning specialists will take a look. It costs you nothing to ask, and there is no obligation.