Personal Wealth

Personal Wealth

    Book your free scoping call with Fiander ETL

    Tailored Advice

    Bespoke planning support designed around your estate and family needs.

    Clarity and Confidence

    Understand how IHT changes affect your situation and make informed decisions.

    Supportive Guidance

    Friendly, jargon-free advice that helps you take control with peace of mind.

    IHT receipts hit £6.7bn last year - protect your estate today. Get Clarity, Confidence, and Control Over Your Estate. Nil-rate band frozen until 2028 - more estates dragged into IHT net.
    Personal Wealth

    Worried About Inheritance Tax?

    Are You Doing Enough to Protect Your Family from Inheritance Tax?

    Rising asset values and changing IHT thresholds mean more estates are at risk than ever, often unexpectedly. Many individuals and families worry about making costly mistakes or missing key planning opportunities. Ask Yourself:

    • Do you know how the latest IHT rules affect your estate?
    • Could your loved ones face unexpected tax liabilities?
    • Are you confident you're taking the right steps while retaining control of your assets?
    • Would you benefit from clear guidance and structured strategies to protect your family?

    If any of these questions resonate, Fiander ETL’s Inheritance Tax Planning service is here to help. 

    Request Your Free Scoping Call

    The Numbers Speak for Themselves

    The Numbers Speak for Themselves

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    60% of estates valued above £325,000 are likely to face some IHT liability if no planning is in place

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    Average unexpected IHT liability for unplanned estates can reach £120,000, leaving families exposed to significant financial burden

    Our Bespoke Inheritance Tax Planning Solution

    Fiander ETL provides a structured, fixed-support package to guide you through IHT changes. Every client receives: 

    Solution

    Service

    A personal scoping meeting

    (virtual or in-person) to review your estate and assess potential exposure

    Clear, actionable planning advice

    tailored to your circumstances and family priorities

    Ongoing support

    including coordination with legal advisers if required

    A written summary report

    outlining strategies to help you make informed decisions

    We also offer Inheritance Tax Planning Drop-in Surgeries – confidential sessions where clients and families can explore their estate, ask questions without commitment, and receive practical guidance on their next steps. 

    Book Your Fixed-Price Package
    Diane Warren

    Head of Private Client Tax

    Diane Warren

    Private Client Director

    Rachel Waterman

    Head of Tax, Deal Advisory & Firm Principal

    Cathy Revis
    Lisa Jefferies

    Commercial Client Director

    Lisa Jefferies
    Beyond IHT – Planning the Next Steps

    Trusts and Estate Planning 

    Personal Tax Advice 

    Succession Planning for Family Businesses 

    Probate and Estate Administration Support 

    Our Personal Wealth Services

    Practical Outcomes You Can Expect

    With Fiander ETL, you’ll gain clarity on how IHT rules apply to your estate, strategies to reduce exposure while maintaining control of your assets, and confidence that your loved ones are protected. You’ll better understand gifting, trusts, and allowances, and receive support for family discussions and succession planning, all delivered in a friendly, approachable way that keeps you in control.