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.


Fixed Fee Advice
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. 

An Hour

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.

Based on 37 reviews
Paul West
Paul West
Ade guided myself and my partner through the Will making process and thanks to his help we both have the peace of mind of having a legally valid document in place. In addition, Ade provided a My things template for me to list, in once place, the whereabouts of documents relating to my assets and kindly sent another one with a box for storing the documents for my partner. He also regularly sends a newsletter with interesting and humourous articles.
Coco Shishi
Coco Shishi
It was so reassuring to find someone local that we could trust with our finances at such a crucial time. We found him thorough, knowledgeable, understanding, and kind. We have already recommended Ade to others.
hayley merrett
hayley merrett
Ade has been so helpful in sorting out our family’s wills. He’s very professional and friendly and has a lot of knowledge and advise to offer . I would highly recommend thank you 😊
Valerie Price
Valerie Price
Very professional and fast service whenever advice is sought. Thank you for all your help.
Jackie Shaw
Jackie Shaw
Having dealt with Ade at Maximum Inheritance Specialists previously when writing our wills we have now completed our Lasting Power of Attorney documents. Ade is a very honest knowledgeable and patient man and fully conversant in these fields. He made himself available to us even on a bank holiday weekend. We really appreciate the work he has done for us.
Philomena Mc Murrough
Philomena Mc Murrough
Ade was so informative, respectful and kind in his procedure. I highly recommend to anyone this service. I highly recommend and will continue to pass Ade's details on.
Bella Vick
Bella Vick
Ade was wonderful. Very diligent, empathetic, and communicative, and went above and beyond for us. He made what is a difficult/ emotional process as easy as possible. Highly recommend.
Hannah Lilley
Hannah Lilley
Ade was really knowledgeable and really helped me through the process. I would highly recommend.
Lisa Spiteri
Lisa Spiteri
Maximum inheritance specialists made writing my will a very quick and easy experience. Ade is extremely knowledgeable and efficient. I highly recommend this service