Practitioner type
Legal firm + Tax adviser
SRA-regulated · STEP · CIOT Chartered Tax Adviser
How clients see your firm
Shown on your comparison-engine listing
Est. IHT planning pipeline
£41,800
potential client IHT saving across 3 tax matches
Active clients
9
3 new this month
Avg turnaround
12 days
Target: 14 days
Due this week
2
Richards, Patel
Overdue
1
Hargreaves — 3 days
Tax (IHT) clients
3
2 new matches · 1 engaged
New match3
Richards · Okafor (tax) · Morgan
→
Consultation booked2
Patel · Lin / Ahmad
→
Engaged3
Hargreaves · Park · Doyle (tax)
→
Delivered1
Webb — will signed
Client estates incoming matches + active caseload
All practitioner work 9
⚖️ Legal (wills) 6
🧾 Tax & IHT planning 3
| Client & track | Estate snapshot | Why matched | Stage | Due | |
|---|---|---|---|---|---|
|
Grace Okafor
MLP-2026-044 · IHT planning
🧾 Tax
|
£820,000
£128k taxableTrust
|
Matched: £128,000 taxable estate needs IHT planning — gift & trust relief in scope.
computed against INHERIT · E&W Tax · reviewed: Stable
|
New match | Respond by Thu | Accept & book → |
|
David & Margaret Richards
MLP-2026-041 · Mirror wills
⚖️ Legal
|
£560,000
Property + trust£60k taxable
|
Matched: property + trust clause with 3 beneficiaries — your trust specialism.
computed against INHERIT · E&W Tax · reviewed: Stable
|
New match | Thu 3 Apr | Accept & book → |
|
Amira Patel
MLP-2026-038 · Single will
⚖️ Legal
|
£890,000
2 properties£390k taxable
|
Matched: high-value estate + 2 properties. Flagged for tax referral — see note.
computed against INHERIT · E&W Tax · reviewed: Stable
|
Consult Fri 2pm | Fri 4 Apr | Open file → |
|
Derek Hargreaves
MLP-2026-035 · Will + trust
⚖️ Legal
|
£1,450,000
3 properties£950k taxable
|
Engaged: discretionary trust drafting in progress. Tax adviser cross-referral active.
|
Engaged | 28 Mar (3d) | Open file → |
|
Helen Doyle
MLP-2026-036 · IHT planning
🧾 Tax
|
£1,120,000
£620k taxableBusiness relief
|
Engaged: £620,000 taxable — gifts, BPR & charitable 36% relief plan. Est. saving £23,400.
computed against INHERIT · E&W Tax · reviewed: Stable
|
Engaged | 10 Apr | Open file → |
|
Wei Lin & Khalid Ahmad
MLP-2026-039 · Mirror + Islamic
⚖️ Legal
|
£680,000
Islamic provisions£180k taxable
|
Matched: faith-compliant (Islamic) mirror wills + property. Booked for provisions review.
|
Consult booked | 14 Apr | Open file → |
|
James & Helen Park
MLP-2026-040 · Mirror wills
⚖️ Legal
|
£520,000
Within allowance
|
Engaged: standard mirror wills, 1 property. No IHT exposure — within £500k allowance.
|
Engaged | 18 Apr | Open file → |
|
Rhys Morgan
MLP-2026-043 · Single will
⚖️ Legal
|
£210,000
Within allowance
|
Matched: simple single will, 1 property. Referred via comparison engine.
|
New match | 30 Apr | Accept & book → |
|
Susan Webb
MLP-2026-037 · Single will
⚖️ Legal
|
£185,000
Within allowance
|
Delivered: single will signed & registered. NWR-2026-84521.
|
Delivered | Complete | View file → |
IHT figures are estimates computed from each client's estate against the open INHERIT standard's England & Wales tax rules (status: Stable, reviewed by a named reviewer) — guidance for matching, not tax advice or a formal valuation. Client estates and match reasons are supplied by MyFamilyInherits' comparison engine; accepting a match does not engage you until the client confirms. You will never be charged automatically.
Your fees & quote config shown in comparison
Base single will£180
Per beneficiary£20
Property + trust clause£80
🧾 TAX IHT planning (fixed)£450
🧾 TAX Legal + tax bundle£695
Upcoming deadlines
Hargreaves
Trust drafting review
3d overdue
Richards
Accept new match
3 days
Patel
Consultation (tax referral)
4 days
Doyle
IHT plan draft
10 days
Lin / Ahmad
Islamic provisions
14 days
Recent activity
🧾 New tax match: Grace Okafor
£128k taxable estate — IHT planning needed
15 min ago
David Richards sent a message
"Quick question about the executor clause..."
25 min ago
🧾 Doyle IHT plan updated
BPR + charitable relief modelled — saving £23,400
2 hours ago
Webb will registered
NWR ref: NWR-2026-84521
Yesterday
Hargreaves — overdue reminder sent
Auto-escalated to firm admin
Yesterday
Advisory BackOffice — drafting, document assembly & e-signing are provided by InheritKit and opened from each client file. MFI handles matching, fees & the client relationship; InheritKit handles the casework.