Inheritance & Estate Cash Flow

Engagement outline

Model gifts, trusts, and life cover so heirs are not left sorting liquidity while probate runs its course. Work begins with a scoped fact-find, continues with product research suited to your circumstances, and closes with a written recommendation you can keep alongside your solicitor or accountant’s files.

Duration: 3–6 weeks

Delivery: Family meetings with clear written notes

Fees: From £1,200 for an estate cash-flow briefing