UK Legacy Governance

UK Legacy Governance builds upon Core Financial Engineering by combining financial structuring with long-term family governance, estate administration, and succession planning.

In addition to implementing property, pension, investment, and inheritance tax strategies, this programme introduces the systems, frameworks, and processes designed to help your family manage, protect, and transfer wealth more effectively in the future.

The objective is not simply to reduce tax, but to create a more organised, resilient, and probate-ready estate capable of supporting future generations.

£25,000

What This Includes

  • Complete Core Financial Engineering implementation

  • Property, pension and investment structuring

  • The 7-Step UK Legacy Governance Framework

  • Secure Digital Estate Portal

  • Probate Ready Estate System

  • HMRC Shield

  • Family Governance & Succession Planning

  • Executor Preparation & Guidance

  • Estate Stress Testing

  • Family Legacy Planning

  • Ongoing implementation oversight and support

How It Works

  • Secure your implementation position

  • Onboarding and file opening begins

  • Information gathering commences

  • Meetings and introductions arranged

  • Implementation activity starts

  • Ongoing coordination and progress monitoring

UK Legacy Governance

Implementation Fee: £27,500

Less Diagnostic Credit: £2,500

Amount Due Today: £25,000

PREFER TO COMPLETE PAYMENT IN FULL?

The full UK Legacy Governance fee is £55,000.

As you have already paid £2,500 for the diagnostic process, your remaining balance is £52,500.

This option also includes a complimentary Family Legacy Review following completion of the implementation project.

Some clients prefer to complete payment in full while VAT is not currently being charged.

Typical Timeframe

Implementation typically takes between 6-9 months, depending on complexity and third-party involvement.

Next Steps

Following payment, a member of our team will contact you to begin onboarding and implementation preparation.

Payment Details

Payment Method

Order Details

Terms & Conditions

✓ Private implementation and coordination service

✓ Structured specifically around your estate and objectives

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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