Purpose of the Service

The Private Estate Blueprint is designed to provide a detailed, structured strategy for your estate.

The aim is to move beyond identifying issues and to define a clear, coordinated plan outlining how your estate can be structured more effectively.

What This Includes

This service includes a detailed review of the information you provide, followed by a private 60–90 minute strategy session.

You will receive a written Blueprint outlining:

• Key areas of inheritance tax exposure

• Structural considerations and opportunities

• A prioritised implementation roadmap

• Sequencing of actions and decision points

This Blueprint is a strategic document designed to guide implementation and decision-making.

Nature of the Service

This is a strategic and educational service.

It is designed to provide clarity, structure, and a coordinated plan, rather than detailed technical execution or personalised financial, tax, or legal advice.

No specific product recommendations or regulated advice will be provided as part of this service.

Regulatory Position

Estate Architect provides strategic guidance and coordination across different areas of estate planning.

We do not provide regulated financial advice, tax advice, or legal advice.

Where specialist or regulated advice is required, we may work alongside or introduce appropriately authorised professionals.

Implementation

This service does not include the implementation of any strategy, restructuring, or recommendations.

Implementation, if required, is separate and may involve third-party professionals such as solicitors, tax advisers, pension specialists, or investment managers.

You may choose to use your existing advisers or professionals introduced through our network.

Timing

The Private Estate Blueprint is typically delivered within 10–14 working days, subject to the timely provision of accurate and complete information.

Fees and Payment Terms

The fee for the Private Estate Blueprint starts from £9,500 and may vary depending on the complexity of your estate.

Fees are payable in advance.

Due to the bespoke and strategic nature of this service, once work has commenced, including analysis and preparation, the fee is considered fully earned and non-refundable.

Fees are not contingent on any outcome, findings, or implementation decisions.

Limitation of Scope

This service is based solely on the information provided by you.

We do not independently verify the accuracy or completeness of the information supplied.

Any conclusions or recommendations are dependent on the information made available at the time of review.

Reliance

This service is provided for strategic guidance only and should not be relied upon in isolation for making financial, tax, legal, or investment decisions.

You should seek appropriate regulated advice before acting on any matters outlined in the Blueprint.

Confidentiality

All information shared during this process is treated as private and confidential and used solely for the purpose of delivering your Private Estate Blueprint.

Next Steps

The Private Estate Blueprint provides a structured plan for your estate.

Any implementation of this plan is separate, subject to additional engagement and fees, and may involve third-party professionals.

Acceptance and Acknowledgement

By proceeding with payment, you confirm that:

A. Understanding of the Service

You understand the nature and scope of the Private Estate Blueprint.

This service is intended for individuals seeking a structured and detailed estate strategy.

B. Nature of Service

This is a strategic coordination and educational service.

No regulated financial, tax, or legal advice is provided.

This service is not a substitute for regulated advice.

C. Third-Party Involvement

Any specialist advisers (including tax, legal, pension, or investment professionals) are engaged separately.

Such services are not included in this service and are payable directly by you.

D. Scope and Outcomes

This service is based solely on the information provided by you.

No guarantee is given in relation to outcomes, tax savings, or future results.

Any decisions made following this service remain your sole responsibility.

E. Fees and Terms

You agree to the fee structure and refund terms outlined above.

Version: January 2026