A focused guide for this stage
Families who want to see how property, children, trusts, gifts, pensions, tax and future rule changes fit together.
Organise your own estate · England & Wales
Family Estate Preparation Pack
The comprehensive workbook for organising your own household estate plan, inheritance questions and professional priorities.
- Estate dashboard and inheritance maps
- Trust, gifting and pension questions
- Professional handover and 90-day plan
£4929-page PDF
Join the launch list Prepare with more clarity
Build a structured family estate picture, identify planning gaps and know which issues deserve specialist attention.
Look inside
Two sample pages from the workbook.
Full contents
- Family estate dashboard and balance sheet
- First-death and second-death mapping
- Joint tenants and tenants in common
- Will, children and vulnerable-beneficiary briefs
- Trusts without the jargon
- Worked IHT examples and future-rule prompts
- Gift, pension and life-insurance coordination
- Professional contact scripts by adviser type
- Professional handover and 90-day plan
Edition 2026.3
What is not included?
- A personalised inheritance-tax calculation
- A recommendation to create a trust or transfer an asset
- Personal legal, tax, pension, care or financial advice
Is this an inheritance-tax calculator?
No. It contains dated educational examples and a baseline worksheet, but personal tax advice is still needed where appropriate.
Is this only for wealthy families?
No. It is for households needing a coordinated view, including property, children, pensions or business interests.
Does it include the other two guides?
No. It is broader, while the other guides go deeper into solicitor preparation and helping parents respectively.
Be told when it’s ready
Get an email when this guide is available. No payment today.
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