Professional Directory
Vetted IHT specialists, chartered accountants, financial planners, and estate solicitors. Every professional is credential-verified with transparent fee structures.
MoneyBlis does not provide financial advice. We connect you with vetted, regulated professionals who can advise on your specific circumstances. All professionals listed are independently regulated by their respective bodies (FCA, ICAEW, SRA, etc.).
7 professionals found
James Harrington
Harrington Wealth Partners
Chartered Financial Planner (APFS), STEP Member
Specialist in IHT mitigation for estates over GBP 2M. Particular expertise in Family Investment Company structures and trust planning for business owners.
Initial consultation GBP 500 (deducted from ongoing fees). Ongoing: 0.75% of assets under advice.
Enquire via IHT CalculatorSarah Mitchell
Mitchell & Co Chartered Accountants
Chartered Accountant (ACA), Chartered Tax Adviser (CTA)
Tax advisory practice specialising in owner-managed businesses and estate planning. Deep expertise in BPR structuring and the April 2026 reforms.
Fixed fee for initial review (GBP 1,500-3,000 depending on complexity). Hourly thereafter at GBP 350.
Enquire via IHT CalculatorDavid Chen
Meridian Investment Management
Chartered Financial Analyst (CFA), CISI Level 6
Discretionary investment management focused on IHT-efficient portfolios. Manages AIM-focused BPR portfolios and EIS/SEIS investments for HNW clients.
Annual management charge: 1.0% + underlying fund costs. No initial fee.
Enquire via IHT CalculatorEleanor Blackwood
Blackwood Estate Solicitors
Solicitor (England & Wales), STEP Full Member, TEP
Specialist private client solicitor handling complex probate, will drafting, and cross-border estate planning. Particular expertise in UK/EU dual-domicile estates.
Probate: 1-2% of estate value (capped). Will drafting: from GBP 750. Trust setup: from GBP 3,000.
Enquire via IHT CalculatorRobert Fraser
Fraser Pension Consultants
Chartered Financial Planner (APFS), Pension Transfer Specialist
Pension-focused financial planner with deep expertise in the April 2027 pension IHT changes. Advising clients on drawdown strategies and pension restructuring.
Pension review: GBP 2,500 fixed fee. Ongoing advice: 0.5% of pension value annually.
Enquire via IHT CalculatorAmanda Patel
Patel & Associates
Chartered Accountant (ACCA), Chartered Tax Adviser (CTA)
Boutique tax advisory firm specialising in estate planning for business owners and property investors in the Midlands region.
Initial strategy meeting: complimentary. Tax planning report: GBP 2,000-5,000. Ongoing advisory: by agreement.
Enquire via IHT CalculatorWilliam Thornton
Thornton Wealth
Chartered Financial Planner (APFS), CISI Chartered Wealth Manager
Independent financial adviser with over 20 years of experience serving HNW clients in the North West. Holistic approach combining investment management with tax-efficient estate planning.
Financial plan: GBP 3,000. Ongoing: 0.75-1.0% of assets under advice.
Enquire via IHT CalculatorImportant Notice
This content is for informational purposes only and does not constitute financial advice. Tax treatment depends on individual circumstances and may change. Consult a qualified professional before making financial decisions. MoneyBlis is not regulated by the Financial Conduct Authority and does not provide personalised financial advice.