Transparent Pricing for Complete Peace of Mind
At Heritance Planning we believe in complete transparency. Every package shows a clear starting price and all fees are agreed upfront following your free consultation — based on the complexity of your individual circumstances. No hidden costs. No hourly billing surprises. Ever.
✅ Free 30 minute consultation included with every package
✅ All fees agreed transparently before any work begins
✅ Payment plans available on request
UK Client Packages for UK Based Clients
Comprehensive estate planning packages for UK based clients. All packages include a free 30 minute consultation and secure digital document delivery through our client portal.
Essentials
Starting from £295
Perfect for individuals who need core estate planning documents in place quickly and efficiently.
- Single Will
- Property & Financial LPA
- Letter of Wishes
- Free 30 minute consultation
- Secure digital document delivery
- Client portal access
Starting from £295. Final fee confirmed following your free consultation based on the complexity of your circumstances.
⭐ Most Popular - Full Protection
Starting from £495
Our most popular package for individuals and couples who want comprehensive protection in place.
- Mirror Wills for couples
- Property & Financial LPA
- Health & Welfare LPA
- Letter of Wishes
- Free 30 minute consultation
- Secure digital document delivery
- Client portal access
Starting from £495. Final fee confirmed following your free consultation based on the complexity of your circumstances.
Complete Estate Plan
Starting from £895
For individuals and couples with more complex estates who need comprehensive planning including tax advice.
- Mirror Wills for couples
- Both LPAs
- Trust planning
- Letter of Wishes
- IHT review and planning advice
- Full tax advisory consultation
- Secure digital document delivery
- Client portal access
- Priority turnaround
Starting from £895. Final fee confirmed following your free consultation based on the complexity of your circumstances.
UK Expat Packages
Specialist estate planning packages for British expats worldwide. All consultations conducted via secure video call — no travel required. Fully digital from start to finish.
Expat Essentials
Starting from £495
The ideal starting point for expats who need core UK estate protection in place quickly and efficiently.
- Single UK Will
- Property & Financial LPA
- Letter of Wishes
- Free 30 minute video consultation
- Secure digital document delivery
- Client portal access
Starting from £495. Final fee confirmed following your free consultation based on the complexity of your circumstances.
⭐ Most Popular
Expat Full Protection
Starting from £895
Our most popular package for expats who want comprehensive UK estate protection in place.
- Mirror Wills for couples
- Property & Financial LPA
- Health & Welfare LPA
- Letter of Wishes
- IHT exposure assessment
- Free 30 minute video consultation
- Secure digital document delivery
- Client portal access
Starting from £895. Final fee confirmed following your free consultation based on the complexity of your circumstances.
Expat Complete
Starting from £1,495
For expats with complex estates requiring full planning and comprehensive tax advice.
- Mirror Wills for couples
- Both LPAs
- Trust planning
- Letter of Wishes
- Full IHT review and planning
- Cross border tax advice
- Full tax advisory consultation
- Secure digital document delivery
- Client portal access
- Priority turnaround
Starting from £1,495. Final fee confirmed following your free consultation based on the complexity of your circumstances.
Business Owner & Entrepreneur Packages
Sophisticated estate planning designed specifically for those with corporate interests. We ensure your business succession is as seamless as your personal legacy.
Corporate Legacy
Recommended - Our comprehensive package for business owners who need full protection. Includes Director Will, full BPR planning, succession planning, both LPAs, trust planning, IHT review, corporate and personal tax advisory, shareholder protection advice and an annual review in year one.
£1,995
Starting from
Free Initial Consultation
Every client begins with a free 30 minute no obligation consultation. We take the time to understand your circumstances before recommending anything or agreeing any fees.
Secure Client Portal
Every client receives access to our secure client portal — where your documents are stored, reviewed and signed digitally. Safe, accessible and completely paperless.
What's Always Included
Regardless of which package you choose, every Heritance Planning client receives the same exceptional standard of service and the same core guarantees.
Transparent Fixed Fees
All fees are agreed upfront following your consultation — based on the complexity of your individual circumstances. No hidden costs, no hourly billing, no surprises. Ever.
Remote Worldwide Service
All consultations conducted via secure video call. We serve clients across the UK and worldwide — geography is never a barrier to getting expert advice.
Fast Turnaround
Most estate plans are completed within 5 to 7 working days of your consultation. Business owner and complex estate plans within 7 to 10 working days. Priority turnaround available.
Qualified Tax Expertise
Every estate plan is reviewed through the lens of a qualified tax adviser with over 10 years of experience — ensuring your plan is not just legally sound but tax efficient too.
Review Service
Your circumstances change — and so should your estate plan. We offer an annual review service to ensure your plan remains current, relevant and tax efficient as your life evolves.
Personal Service
Every client is treated as an individual. No off the shelf solutions, no call centres, no being passed between advisers. Just personal, expert and attentive service every time.
Fully Digital Process
From consultation to signed documents — everything is handled securely online. Fast, efficient and completely paperless from start to finish.
Frequently Asked Questions
Everything you need to know about our pricing and process. Can't find what you're looking for? Email us at hello@heritanceplanning.com and we'll be happy to help.
How does your pricing work?
All our packages show a clear starting price so you know the minimum investment required. Following your free 30 minute consultation we will provide a fixed fee quote based on the complexity of your individual circumstances. All fees are agreed and confirmed in writing before any work begins — there are no hidden costs or hourly billing surprises.
What is included in the free consultation?
Your free 30 minute consultation is a genuine no obligation conversation where we take the time to understand your circumstances, identify your estate planning needs and recommend the most appropriate package for you. There is no pressure to proceed and no fee charged regardless of whether you decide to go ahead.
How long does the process take?
Most standard estate plans are completed within 5 to 7 working days of your consultation. Business owner and complex estate plans are typically completed within 7 to 10 working days. Priority turnaround is available on request — please mention this at your consultation if speed is important to you.
Can I get a Will if I live abroad?
Absolutely — we specialise in serving British expats worldwide. All consultations are conducted via secure video call and all documents are delivered digitally through our client portal. You never need to travel or visit us in person regardless of where in the world you are based.
Are your fees the same for expat clients?
Expat estate planning packages are priced separately to reflect the additional complexity of cross border estate planning. Our expat starting prices are clearly shown in the Expat Packages section above. All fees are confirmed following your free consultation.
What if my circumstances are more complex than the standard packages?
No problem at all — we regularly advise clients with complex estates, multiple properties, business interests and cross border assets. Simply book your free consultation and we will assess your circumstances and provide a bespoke fee quote tailored specifically to your needs.
How do I get started?
Simply click the Book My Free Consultation button, complete the short contact form and we will be in touch within 24 hours to confirm your appointment. Alternatively email us directly at hello@heritanceplanning.com
Secure Your Family's Legacy Today
Whether you're planning for your family's future in the UK or protecting assets from abroad, our expert tax advisors are here to provide clear, professional guidance tailored to your specific needs.
Book a Free Consultation
All enquiries are strictly confidential and responded to within 24 hours.