Plan what your family inherits, with clear advice

Start with a free 30-minute phone call with Gianpaolo to talk through where you are, what worries you, and what you'd like to happen to what you've built.

Choose a time for your call

No obligation. The first call is a conversation to understand your situation.

What the call can cover

Inheritance tax

How the allowances work, what an estate might owe, and why more families are now affected.

Pensions and the 2027 change

From 6 April 2027, most unused pension funds are due to count towards an estate for inheritance tax.

Passing money on

Gifts, trusts and wills, and how they fit together with the rest of your plans.

Tax treatment depends on individual circumstances and may change in future.

How it works

Pick a time that suits you.
Weekdays, 9am to 5:30pm. It takes a minute.
Answer a few questions beforehand.
About 5 minutes, and every question is optional. It means the call can focus on you.
Gianpaolo rings you.
At the time you chose, on the number you gave. You can move or cancel from your confirmation email.

Book a free call