Protect Your Family's Inheritance
– before HMRC takes 40%

Your family's intergenerational wealth starts here. With the right planning, you can protect what you’ve spent your lifetime building. You can reduce, even eliminate the inheritance tax bill your estate – all using the provisions with the law.

The Problem

You've worked hard to build your wealth. Maybe you own land and buildings, have savings and investments, or have business interests, but without proper planning, nearly half of what you leave behind could go straight to HMRC.

You might have a will – you will, (if you have one) isn’t enough. . It says who gets what, but it doesn't reduce the tax bill.

DIY solutions and generic templates can't handle the complexity required to preserve the fruit of your life’s work.

And the clock is ticking. A plan to preserve your family’s wealth needs time to work properly. Steps to keep your money in your family need time to work effectively.

Meet Ade

I'm Ade, and I've spent the last 35 years helping families with assets in England & Wales protect their estates from unnecessary taxation. I am a chartered financial planner and financial adviser. I specialize in devising inheritance tax mitigation plans that help preserve wealth for generations.

How I work

A Blank Sheet of Paper

I start every relationship with a blank sheet of paper. No forms, no kits, no templates. Your inheritance tax planning should be unique to your circumstances, so we create a plan bespoke to you.

Expert, Actionable Guidance

My job is to assess your family and financial circumstances, then articulate your ambitions for your family’s financial future in a clear, actionable plan.

Over the years, I’ve helped 93% of my clients wipe out their inheritance tax bill– money that stayed with their families instead of going to the government.

BOOK YOUR CONSULTATION

My Process

What You Get: The Three-Step Plan

This is a comprehensive planning process that lays the foundation for intergenerational wealth. You'll get an understanding of what you need to do to protect your family's wealth, plus a detailed document that shows the steps necessary to arrange your assets - both in your lifetime and after your death, so your money stays in your family forever.

Step One: Your Discovery Meeting (90 minutes)

We’ll sit down together (in person or video call) and we’ll discuss:

Your assets (property, savings, investments, business interests, pensions)
Your family situation (who you want to provide for, any special circumstances)
Your goals (what matters most to you about how your wealth is passed on)
Any concerns or questions you have

Step Two: Your Personal Tax Mitigation Report

I do my homework. I research all matters discussed in step one and produce a report in everyday English that outlines the items necessary to achieve the objectives we discussed.

Within two weeks, you’ll receive a detailed report (typically 15-25 pages) written in plain English.

You’ll receive:

A clear breakdown of your current inheritance tax position (what your estate would pay if you died today)
Specific strategies that apply to YOUR situation (not generic advice)
Projected tax savings for each recommendation
Exact costs for implementing each item of the plan – each item will be costed so you can make informed decisions
Timeline for each action

It is only at this point can the question “How much is the total cost likely to be?” be answered sensibly and respectfully.

Step Three: Your Implementation Meeting (90 minutes)

A meeting lasting up to one and a half hours at which we discuss the findings and recommendations of the report.

We’ll review everything together. I’ll answer any questions and we’ll decide which recommendations to implement and in what order. From here, we decide the pace of implementation.

You’re in complete control. We only move forward withitem you’re comfortable with, at a pace that suits you.

You continue to write your family’s future financial and social history by implementing your plan. Depending on your circumstances, the implementation of your plan would take between two weeks and three months.

You get as much support and explanation as you require throughout this process.

Who This Is For

This service works best for:

Couples who've worked hard and wish to protect the fruits of their life's work for future generations of their family
People who wish to keep as much of their money in their family as the law allows
Those with estates likely to exceed the inheritance tax threshold (currently £325,000 per person, or £650,000 if you are married or in a civil partnership)
Anyone willing to plan (inheritance tax mitigation works best with time)
People want professional guidance, not DIY or guesswork

Your Investment

£499

For the complete Three-Step Plan

90-minute Discovery Meeting
Comprehensive personal report
90-minute Implementation Meeting
Unlimited support during the process

Timeline: Two to four weeks for the plan, plus up to three months for implementation.

Location: Remote (telephone or video chat) for maximum convenience.

Payment is required in advance to secure your booking.

SECURE YOUR PLAN

*Payment is required in advance to secure your booking.

Why Act Now?

Inheritance tax planning isn't something you can rush. The families who benefit most are the ones who start early.

Time is Your Greatest Asset
The passage of time narrows your options for action. Like most projects the greater the chance of success.

Protect Against Future Changes
Tax laws change, and historically, they rarely become more favorable for asset owners. Acting now locks in the benefits of current legislation, protecting you from potentially stricter rules in the future.

Take the First Step to Protect Your Legacy

Click the button below to book your Discovery Meeting. Once payment is completed, you would be able to book your date on in my calendar.

You'll choose a time that suits you, and I'll send you a simple questionnaire. (Completing this before our meeting helps us make the most of our time together)

Book Your Discovery Meeting Now

Frequently Asked Questions

Do I need to have all my financial documents ready before we meet?
No. Bring what you have, and we can gather additional information as needed. Rough figures are fine for the Discovery Meeting.
What if my situation is complicated (second marriage, disabled child, overseas assets)?
That’s exactly why you need this plan. Complex situations create bigger tax problems, but also more opportunities for mitigation. I regularly work with complicated estates.
Can't I just do this myself?
You can try, but inheritance tax law is complex and mistakes are costly. Plus, many strategies (like certain trusts) require professional setup to be valid. The cost of this plan typically pays for itself many times over in tax savings.
What if I've already done some planning?
Perfect. We’ll review what you have in place and identify any gaps or improvements. Many people have partial plans that could be optimized.

Ready to protect your family's inheritance?

Book Your Three-Step Plan Now

Or call 020 8669 1779 to discuss your situation.

Protect Your Family's Inheritance – before HMRC takes 40%