You’ll be scored against the following key areas:
Tax Basics
Discover how frozen allowances and the 40% tax rate could put your family wealth at risk.
Legal Readiness
Find out if your will and executors are ready for the new responsibilities coming in 2027.
Assets and Pensions
Learn why knowing the true value of your estate and pensions is vital to avoid hidden tax traps.
Planning and Protection
See which proven strategies — from trusts to gifting — can help protect your legacy from HMRC.
