Private Estate Diagnostic

Gain complete clarity on your estate, so you can reduce unnecessary tax, protect your wealth, and ensure your family receives what they should.

Your estate is reviewed in detail in advance, followed by a 60–90 minute private session to uncover hidden risks, gaps, and inefficiencies.

You leave with a clear, structured plan, outlining exactly what needs to be done to simplify your estate, maintain your lifestyle, and avoid paying more Inheritance Tax than you need to.

What This Includes

  • Full review of your estate based on the information provided

  • Identification of where unnecessary tax exposure is being created

  • Clear, prioritised actions to improve your estate structure

  • A structured written report outlining findings and recommended next steps

How It Works

  • Secure your Private Estate Diagnostic

  • Confirmation and information pack sent

  • Your estate is reviewed in advance

  • Private strategy session (60-90 minutes)

  • Delivered within 7–10 working days (priority bookings sooner)

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

A limited number of diagnostics are undertaken each month to ensure each review is completed to the required standard.

This is not a generic report. Each diagnostic is prepared individually based on your specific estate.

Implementation Credit

Clients who proceed to implementation within 14 days of their Diagnostic Assessment presentation meeting will receive a full credit of their Diagnostic Assessment fee (£2,500 or £5,000) against the implementation fee.

The credit expires 14 days after the presentation meeting date.

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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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