The Estate Architect Library

Private briefings, educational series, reports and specialist resources designed to help families better understand inheritance tax, pensions and long-term wealth protection.

Browse videos, reports and specialist resources.

WE THINK DIFFERENT

We Work Different

Most families do not have a shortage of advice. They have a shortage of clarity.

Over the years I noticed that many families were asking the same questions again and again.

How does inheritance tax actually work?, What happens to pensions? , How do trusts fit in?, What risks should I be aware of?

And perhaps more importantly:

What questions should I even be asking?

That is why we built The Estate Architect Library.

A growing collection of videos, briefings, reports and educational resources designed to simplify complex estate planning topics and help families make more informed decisions.

Inside The Library

The Estate Architect Library contains a growing collection of educational content covering many of the issues families face when protecting wealth and planning for future generations.

Some content is available immediately.

Additional resources can be unlocked with complimentary access.

Topics include:

✓ 32-Part Inheritance Tax Series
✓ Pension Briefings Series
✓ Probate Planning Resources
✓ Trust & Estate Structures
✓ Family Wealth Protection
✓ Estate Organisation
✓ Liquidity Planning
✓ Family Governance
✓ Video Briefings
✓ Downloadable PDF Reports
✓ Specialist Guides

Featured Resource

The Biggest Pension Tax Change In A Generation?

The Autumn 2024 Budget created one of the biggest discussions around pension planning in decades.

For years pensions were viewed as one of the most efficient ways to transfer wealth.

That may now be changing.

From April 2027 many families may need to rethink how pensions fit into their estate planning strategy.

Inside the Pension Briefings Series we explain:

✓ What has changed
✓ Potential inheritance tax implications
✓ Double taxation concerns
✓ Questions families should now ask
✓ Areas worth reviewing

Inheritance Tax Series

32-Part Inheritance Tax Series

A step-by-step educational series covering the most common inheritance tax questions and planning concepts families face today.

PDF Reports

Specialist Reports & Guides

Download practical reports covering inheritance tax, estate organisation, probate planning and family wealth protection.

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