Private Estate Blueprint

A complete, structured plan for your estate.

Designed to show exactly how to reduce unnecessary inheritance tax, simplify your structure, and ensure your wealth is passed on as intended.

You leave with a clear implementation roadmap, outlining what should be done, in what order, and how each decision impacts your overall position.

From

£9,500

(Typically £9,500–£12,000 depending on complexity)

What This Includes

  • Full analysis of your estate

  • Identification of inheritance tax exposure and how to reduce it

  • A complete estate strategy and implementation roadmap

  • Private strategy session (60–90 minutes)

  • Detailed written Blueprint

  • Adviser coordination framework

How It Works

  • Secure your Private Estate Blueprint

  • Confirmation and information pack sent

  • Your estate is analysed in detail

  • Private strategy session (60–90 minutes)

  • Blueprint delivered

Delivered within 10–14 days.

We will contact you shortly after booking to arrange your session.

A limited number of Blueprint engagements are taken on each month.

Important

  • Implementation is handled separately where required.

  • You may use our network of professionals, or your existing advisers can implement the Blueprint on your behalf.

Payment Details

Payment Method

Order Details

Terms & Conditions

  • This is a strategic and educational service (not regulated advice)

  • Fees are non-refundable once work has commenced

By proceeding, you confirm you understand the nature of this service and agree to the applicable Terms & Conditions.

Secure payment. Card details are never stored or accessible by us.
All information is handled in strict confidence.

Estate Architect provides educational research and analysis relating to inheritance tax and estate planning concepts for UK residents. We do not provide regulated investment, tax, or legal advice and are not authorised or regulated by the Financial Conduct Authority (FCA). Where regulated advice is required, introductions may be made to authorised professionals.

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