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MFI — Compare advisers · legal + tax (richer v4)
Springboard: comparison-engine-grid (pre-tax). Richer: estate IHT-exposure banner → drives a second TAX-adviser track, additively; legal track preserved + enriched.
Estate value
£560,000
1 property · 12 items · accounts & pensions
Tax-free allowance
£500,000
£325k nil-rate + £175k residence band
Taxable estate
£60,000
value above your allowance
Estimated IHT @ 40%
£24,000
before any planning
£500,000 within allowance £60,000 potentially taxable
💡 Your estate is £60,000 over the tax-free allowance — a tax adviser's planning (gifts, trusts, charitable relief) could reduce the £24,000 estimate by more than their fee. That's why we now compare tax advisers too. IHT figures computed against INHERIT · E&W Tax · reviewed: Stable
🧾 Tax & IHT planning 3
🤝 Combined bundles 2
Showing Will & legal4 of 12 firms qualified for your estate · 3 beneficiaries · 1 property · E&W
🤝
MLP Law + Richards & Co tax planning — your matched bundle
Will, probate-ready, and IHT planning in one engagement. One point of contact; both reviewed against INHERIT · E&W.
£695
£770 separately
save £75 · est. IHT saving £18,400
Richards & Co
Manchester · 6 mi · CIOT-regulated
Tax · top match
£450 est.
Fixed fee
CIOT Chartered Tax AdviserSTEP
4.9(71)
Matched — your £60,000 taxable estate qualifies for gift & charitable-relief planning.
What's included
IHT reviewIncl.
Gift & trust planIncl.
Charitable 36% reliefIncl.
Fee£450
Estimated outcome
IHT now£24,000
After planning£5,600
Est. saving£18,400
Net of fee£17,950
IHT figures are estimates computed from your estate against the open INHERIT standard's England & Wales tax rules (status: Stable, reviewed by a named reviewer) — they are guidance, not tax advice or a formal valuation. Legal fees are estimates and may change after consultation. MyFamilyInherits does not provide legal or tax advice; all services are delivered by the regulated firms shown (SRA / CIOT / STEP). You will never be charged automatically.