Private Estate Diagnostic

Diagnostic Options

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

This page is for the initial 50% commencement payment required to begin your Private Estate Diagnostic Assessment. The remaining 50% becomes payable upon completion and delivery of the final report.

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

You will receive a clear, structured written report (20-30 pages) detailing the key findings, priority risks, and recommended next steps to help simplify your estate, maintain your lifestyle, and improve long-term estate efficiency.

Standard Diagnostic Assessment

£2,500

Suitable for most UK private clients and families seeking a strategic review of their estate and inheritance tax position.

Payment Structure:

£1,250 payable upon completion and prior to release of the final report
£1,250 payable upon instruction

Estimated Timeframe

Approximately 10–15 working days

Premium Diagnostic Assessment

£5,000

Designed for more complex estates, business owners, larger portfolios, international structures, or clients requiring priority handling and deeper strategic coordination.

Payment Structure:

£2,500 payable upon instruction
£2,500 payable upon completion and prior to release of the final report

Estimated Timeframe

Approximately 5 working days

Payment Details

Payment Method

Order Details

Terms & Conditions

I confirm I have read and accept the Terms & Conditions and understand the nature of this service.

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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