Make a Private Introduction

Inheritance Tax Clarity Without Obligation

You may know someone who is likely to face a significant Inheritance Tax (IHT) bill, and who would benefit from a clearer understanding of the options available to them.

This might be a family member, friend, or acquaintance who has accumulated wealth over time and now feels unsure about whether their affairs are properly structured.

Making an introduction is often enough to help them take the next step.

Private inheritance tax consultation in a professional office

Who is this typically for

The individuals we work with usually:

  • Have estates of £2 million or more

  • Expect to face a material IHT liability

  • Hold pensions, including SIPPs or other defined contribution arrangements

  • Own property and multiple assets

  • Are often in their 70s or 80s

If this broadly describes someone you know, an introduction may be helpful.

What happens when you make an Introduction.

Making an introduction is simple and discreet.

We will contact the individual politely and professionally

Elderly couple discussing estate planning with advisor

An initial conversation is exploratory and without obligation

Discreet inheritance tax introduction meeting

Nothing proceeds unless it is appropriate and they wish to continue

There is no pressure and no expectation. The purpose is simply to help them understand their position and the options available.

Our role

We specialise in Inheritance Tax strategy and co-ordination.

We do not sell products and we do not replace existing advisers.


Instead, we work alongside solicitors, advisers and tax specialists to ensure that planning is joined up and properly implemented.

This is particularly valuable where advice has become fragmented over time.

Your role

Your role is simply to make the introduction.

You do not need to explain the detail or answer questions.
We will take care of the process from there.

Making an introduction

If you would like to introduce someone, you can do so below.

The form is intentionally simple and should take less than a minute to complete.

Once submitted, we will acknowledge the introduction and handle the approach sensitively.

Many people delay addressing Inheritance Tax simply because the subject feels complex or uncomfortable.

A quiet introduction can often be the most helpful first step.

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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