Preparing adult children for an Inheritance Conversation
Questionnaires and seating plans matter more than market charts.
Families rarely need another lecture on inheritance tax bands. They need a room where siblings can say what they assume without a solicitor’s clock running yet.
Separate questionnaires first
We send each adult a short form: preferred gifts, care wishes, and who they believe already knows the plan. Reading those alone often reveals the real conflict before anyone sits down.
Keep investments off the table
The Inheritance Conversation is about nominations, houses, and fairness stories—not fund performance. If someone steers toward portfolios, we park that for a later pension session.
Hand the note to a solicitor
Our summary lists agreed intentions and open legal questions. Drafting stays with your solicitor. That boundary keeps the consultation fee honest and the legal work properly owned.