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 on your will, your estate planning or inheritance tax planning?
Do you have any question on keeping your money in your family for ever?
Fixed fee advice is the answer to your question.
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.
Any Question You Wish
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. But without knowing everything relevant to this situation I can’t help you.
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.
An Hour
You’ve a whole hour to ask me this question, and any other. The hour passes quickly. And Here’s the thing, I’m no clock-watcher.
I’ll write you a report summarising the points of our discussion and my recommendations.
And as a bonus, you can deduct the cost of your Fixed Fee Advice from the cost of any future work I did for you.
How it Works
- Simply book a time that suits in the diary below
- Pay for your Fixed Fee Advice session.
- You’ll get preparation questionnaire – please fill it as completely as you can as it would enable you get the most of our hour rather than going over basic facts
- At the end of our discussion, I’ll send you a report with my recommendations.
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 recommendation, we can keep your money in your family forever.
Do you offer support after the call?
After your fixed fee advice session, I’ll send you a report of our conversation you can refer to it at your convenience. I’ll send you the minutes of our conversation. I’ll send you practices notes of on the point of our conversation. I’ll send you a copy of my paperback book.
I’ll be available, at no extra cost to answer questions you may have on the points we talked about during your advice session.
And, you’ll get a £499 voucher to apply any further work I did for you.
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.
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 those question.
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, after your payment, 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 if the cancelation is requested at least one full working day before the consultation.
