One fee. One point of contact. We handle the solicitors, the trusts, the articles of association, and the Companies House filings. You just need to show up for a couple of conversations.
If you've been thinking about IHT planning but keep putting it off because it feels complicated, this page is for you. We've laid out exactly what happens, week by week, so you know what to expect before you even pick up the phone.
The short version: we do the heavy lifting. You stay in control. And nothing changes with your properties, your tenants, or your day-to-day management.
Every restructuring is slightly different, but here's the typical journey from start to finish.
We start with a 30-minute conversation — usually over the phone or video call. We'll ask about your property company, how it's structured, roughly what it's worth, and your family situation.
By the end of this call, we'll be able to tell you whether restructuring makes sense for you, and give you a rough idea of the potential IHT saving. No commitment, no pressure. If it's not right for you, we'll tell you.
If you'd like to proceed, we gather the details: company accounts, property valuations, mortgage statements, your current articles of association, and your family structure.
We then build a detailed model showing:
You'll receive a clear written report. No jargon, just the numbers.
We sit down with you (in person or on a call) and walk through the options. This is where we agree the approach:
We also give you your fixed fee quote at this point — before you commit to anything.
This is where we do the heavy lifting. We instruct our solicitors and they get to work:
You'll review and approve everything before it's finalised. We're your point of contact throughout — you don't deal with the solicitors directly unless you want to.
Once everything's approved, we execute the restructuring:
Throughout this process, nothing changes with your properties. Your tenants, your letting agent, your mortgage lender, your accountant — they all carry on exactly as before.
You receive a completion pack containing all the legal documents, the updated articles of association, share certificates, and trust deeds. We also provide:
That's it. The restructuring is done. Your IHT exposure has been reduced. And you didn't have to manage a single solicitor, draft a single document, or fill in a single Companies House form.
This is the question everyone asks. The honest answer: very little changes in your daily life.
We don't charge by the hour. You get a single fixed fee, quoted upfront, covering the entire restructuring.
Quoted before you commit. No hourly billing, no surprise invoices, no scope creep. The fee covers our advisory work and the solicitors' legal work.
You pay once for the restructuring. There are no ongoing annual charges, no percentage of assets, no management fees. The saving is yours to keep.
The fee typically represents 3-6% of the total IHT saving. For most clients, the restructuring pays for itself many times over.
The first step is a free, no-obligation consultation. We'll look at your situation and tell you honestly whether restructuring makes sense for you.
Book a Free Consultation30-minute call. No commitment. Completely confidential.