Fixed Fee Advice
Recently, I concluded the case of a family that was saddled with a £85,000 inheritance tax bill. This bill was absolutely unnecessary. For the want of the ability to ask a simple question, their inheritance tax could have been zero.
Do you have a simple question inheritance tax or estate planning?
Do you have questions on keeping your money in your family for ever?
Fixed fee advice is the solution.
What's Fixed Fee Advice?
Fixed Fee Advice is for folk who want to get matters a sound footing before taking the next step in securing the fruit of their life’s work.
All the Questions You May Want Answered
Here’s the thing.
If you went to your doctor or took your car to the garage, and they don’t know everything about you, they can’t help you. With over 30 years’ experience, I know the tendency to frame a question, to possibly get the desired answer. Also known as the quick and dirty. That’s why I let you ask as many questions as you might wish.
Here's The Deal
I’ll help you take your time to talk through the background of the case, I’ll help you frame the question without prejudice, and I’ll then answer this question and any follow-up question that might arise therefrom. The focus would be on you, not on a generic case.
Take it Apart
I’ll take the case apart is if it were a car engine, I’ll examine all parts of the case, I’ll recommend which new bits to install, put it back together, and it would be firing perfectly – just like you want it.
You’ve a whole hour to talk to me about preserving your family’s inheritance. The hour passes quickly. And, here’s the thing, I’m no clock-watcher. It takes as long as it takes.
I’ll write you a report summarising the points of our discussion and my recommendations.
Finally, we’ll book an appointment to discuss and help you understand the points of my report.
How it Works
- Simply book a time in the calendar
- Pay for your Fixed Fee Advice session (generally the consultation lasts about an hour)
- At the consultation we’ll discuss all the points of your query and possible solutions.
- After our discussion, I’ll send you a report with my recommendations – this would detail all your options with any associated costs.
- A further one-hour consultation at which we would discuss the points of my report
Why should I invest in Fixed Fee Advice?
For just £499, you get direct access to 30 years of estate planning and inheritance tax planning. In short, I know more about estate planning and inheritance tax planning than the Pope knows about the Bible. There’s almost nothing I’ve not seen in that time. I’m confident that with fixed fee advice, you and I can set your estate planning on the correct footing, and with my recommendations, you can keep your money in your family forever. This is not free legal advice. If it’s free, is it worth having?
Do you offer support after the call?
After your fixed fee advice session, I’ll send you a report of our conversation.
The report would detail the points of our conversation.
The report would describe all your options with any applicable costs.
We would set an appointment at which we would discuss the points of the report.
Here's The Deal
I’ll help you take your time to talk through the background of your case. I’ll help you frame your questions without prejudice.
And, I’ll then answer your questions and any follow-up questions that might arise therefrom.
We shall be talking about you and your specific circumstances – not some generic textbook scenario.
Can’t I Get the Free Stuff?
There’s plenty of free stuff out there.
I provide a lot of it: there’s this website, there’s my blog, there’s my monthly newsletter which is not merely informative and educative, but also entertaining. I’ve even written a book, a paperback book on estate planning – a proper book none of that e-book nonsense. But there’s a reason these things are free – they aren’t related to you, they’re not specific to you, they’re not tailored to you.
If you want information that’s specific to you, you need to ask questions that are specific to you. You’ll need to speak to an expert who’ll help you frame your questions.
What do I need to make the call a Success?
The more information you provide the better. You’ll get a Fixed Fee Advice session questionnaire, please fill it as best you can. The hour goes quickly, completing the questionnaire would help me prepare for the session so we use our time efficiently.
Why do I pay before the session?
Most people pay for what they get.
In my experience 77% (I’ve done the arithmetic) of people pay for the benefit of my experience. You’re one of the 77%, but why should you pay for the 23% who want a freebie? Why should you pay for those who are acting in bad faith? Why should you pay for those who are, to all a spade a spade, stealing?
What is the Refund or Cancellation policy?
The Fixed Fee Advice cost is refundable up till five days after payment.