Fees
How we charge for advice time
Fees are fixed for standard consultations. Multi-entity or cross-border UK residency questions are quoted after a short unpaid discovery call so the scope is honest before you commit.
Wealth Planning Consultation
From £450 for a half-day session
Half-day meeting plus written summary within ten working days
Fixed fee for the consultation package; complex multi-entity reviews quoted separately after a short discovery call
Full scopeTax Efficiency Review
From £320
Ninety-minute session plus a one-page briefing
Fixed fee; multi-company groups quoted after discovery
Full scopeRetirement Income Mapping
From £380
Two-hour workshop and drawdown schedule
Fixed workshop fee
Full scopeBusiness Owner Advisory
From £520
Half-day briefing with board-ready notes
Fixed briefing fee; retainers available for quarterly reviews
Full scopeWhat can change a quote
- Number of companies or trusts involved
- Overseas income that still falls under HMRC rules for UK residents
- Urgency ahead of a hard deadline such as 5 April or a completion date
- On-site meetings outside Legrosworth (travel agreed in advance)
Payment & deposits
We invoice on booking. A fifty percent deposit secures the meeting date; the balance is due on the day of the consultation. Fees shown are informational and exclude VAT where applicable.
There is no checkout on this site — enquire and we will send engagement terms by email.
Ask about fees for your situation