Westmere Financial Planning

Consultation

Inheritance & Estate Conversations

Practical discussions on gifts, trusts, and how family wealth might pass on — coordinated with your solicitor where needed.

Documents and pen prepared for an estate planning discussion

Who it is for

Families planning lifetime gifts or clarifying how pensions and property sit within an estate

What you leave with

A financial overview you can take to a solicitor or tax adviser

Duration & timeline
60–90 minutes plus referral notes for legal counsel
Where we meet
In person preferred for family meetings
Fee basis
From £550. Legal fees charged separately by your solicitor
Preparation
List property, pensions, life cover, and any existing wills or lasting powers of attorney.

Included

  • Estate asset overview
  • Discussion of common gifting routes
  • Notes for your solicitor

Not included

  • Will writing
  • Trust deed drafting

How the engagement runs

  1. Family discovery call
  2. Planning meeting
  3. Written overview and solicitor briefing notes

Constraints

We provide financial context, not legal advice.

Request this consultation Fee guidance