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Here’s what happens next…
Video
4 Simple Steps
Step 1 – Your Initial Estate Review
You’ll receive a personalised Initial Observation Report, typically around 10 pages.
This gives you a clear, high-level view of:
where your estate may be exposed to unnecessary inheritance tax
what’s working well
and where potential weaknesses may exist
This is designed to highlight the issues — not solve them just yet.
Step 2 – Review Meeting
We’ll then go through the report together.
This can be:
a 30-minute Zoom call, or
a face-to-face meeting in West London
The aim is simple:
to make sure you fully understand your position and the risks.
Step 3 – Full Estate Diagnostic (If Appropriate)
If there are significant issues and a clear opportunity to reduce tax…
You’ll have the option to proceed to a full Diagnostic Assessment.
This is a detailed, technical review where we:
This is typically in the range of £2,500 to £5,000.
map out the exact weaknesses
identify all available options
and outline costs and implications
Step 4 – Your Implementation Blueprint
You’ll leave with a full Technical Implementation Plan.
A clear, structured roadmap showing:
what needs to be done
in what order
and which professionals are required
You can either implement this with your existing advisers…
or have us coordinate the process for you.
“We work with UK investors and families with estates typically above £2 million.
Our role is to bring everything together — property, pensions, investments, wills and gifting — into one coordinated strategy.”
What Happens Next
Your report will typically be prepared within 3–5 working days.
We will contact you once it is ready to arrange your review.
Questions?
If you have any questions in the meantime, just click button below and we will respond within 24 hours.
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.
© Estate Architect 2026