Thank you for instructing us to begin your Private Estate Diagnostic Assessment.

Your initial commencement payment has been successfully received and your assessment process is now underway.

Over the coming days, your estate structure, assets, inheritance tax exposure, and wider planning arrangements will be reviewed in detail as part of the diagnostic process.

As part of your assessment, we will:

• review the overall structure of your estate;

• identify potential inefficiencies, gaps, and hidden risks;

• assess inheritance tax exposure;

• examine estate coordination opportunities;

• and highlight potential long-term planning considerations.

You will also be invited to a private 60–90 minute strategy session where the findings and key observations will be discussed in greater detail.

Following completion of the assessment, you will receive a structured written report outlining:

• key risks and vulnerabilities;

• estate planning observations;

• strategic opportunities;

• and recommended next steps.

Please note:

• the remaining 50% balance becomes payable upon completion and prior to release of the final report;

• estimated turnaround times are approximately 10–15 working days for Standard Assessments and 5 working days for Premium Assessments, depending on complexity;

• all information provided throughout this process is for educational and strategic purposes only and does not constitute regulated financial, legal, or tax advice.

We appreciate the opportunity to assist you and look forward to working with you throughout the diagnostic process.

Important

You will receive a separate email shortly confirming the next steps.