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ESTATE ARCHITECT INSIGHTS
Estate Planning Briefings
Educational videos and research designed to simplify complex inheritance tax, estate planning, pension and family wealth issues.
Understanding the Gaps Before You Act
Estate planning problems are often not caused by one obvious mistake. They arise because property, pensions, tax, probate, family arrangements and professional advice have not been reviewed together.
This six-part briefing series explores some of the hidden weaknesses that can leave families exposed to inheritance tax, probate delays and poor long-term estate planning.
Watch the Briefing Series
Six educational briefings designed to simplify complex estate planning topics and reveal some of the weaknesses that can leave families exposed.
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Briefing 2 – The Hidden Gaps
Why traditional advice often leaves inheritance tax problems unresolved.
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Briefing 3 – The Estate Architect System
How I discovered the missing piece separating successful estates from failed probates.
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Briefing 4 – The £300,000 Case Study
A real example showing how hidden inheritance tax exposure was uncovered and reduced.
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Briefing 5 – The Cost Of Waiting
Why delaying estate planning can become one of the most expensive financial mistakes families make.
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Briefing 6 – The Diagnostic Estate Assessment
Why the Diagnostic is the foundation of the entire estate planning process.
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Explore the Private Estate Briefing Reports
Each briefing is supported by a detailed written report, providing further explanation of the inheritance tax and estate planning issues covered throughout the series.
60-MINUTE MASTERCLASS
Pensions & Inheritance Tax
A full one-hour briefing explaining the changing inheritance tax treatment of pensions, the potential impact from April 2027 and the issues families with significant pension wealth should understand.
Watch the 60-Minute Briefing →How Exposed Is Your Estate?
Understanding the issues is the first step. The next is understanding how they may affect your own estate.