The practice behind
this service.
Estate Planning Accountants is delivered by Tidy Money Ltd, an ACCA-regulated cloud accountancy practice that has worked this way since 2009. We handle inheritance tax and estate work for families, business owners and executors across the UK, and every engagement starts with a fixed written quote.
Who you are dealing with
Accountancy services on this site are provided by Tidy Money Ltd, the practice of Preetesh Parmar, a Fellow of the Association of Chartered Certified Accountants. A named person, a real regulated firm, and a website you can check before you get in touch.
The practice is based in Stanmore HA7 and runs on cloud accounting software, so most clients never need a face-to-face meeting and we can work with families, business owners and executors wherever they are in the UK.
On the estate side we handle the tax and structuring work: modelling the inheritance tax position, using the allowances and reliefs correctly, setting up trusts where they genuinely help, and supporting executors through probate. The will itself is drafted by a solicitor, and we coordinate with them so the tax plan and the legal document line up.
A named, regulated accountant
Your work is handled by Preetesh Parmar FCCA, a Fellow of the Association of Chartered Certified Accountants and owner of Tidy Money Ltd. You can verify the practice independently at tidymoney.com before you send a single figure.
Fixed written quotes
Every engagement starts with a fixed written quote based on your estate and the work involved. The price we quote is the price you pay, and you are under no obligation to proceed.
A cloud practice since 2009
Tidy Money Ltd has run clients on live cloud accounting since 2009 and is a FreeAgent Gold Partner, so records stay current and correspondence is straightforward wherever you are in the UK.
We coordinate with your solicitor
We handle the tax and structuring side of estate planning: the numbers, the reliefs and the ownership. The will itself is drafted by a solicitor or qualified will writer, and we brief them so the drafting reflects the tax plan.
How an engagement works
A short form, a fixed written quote within 48 hours, and the work done properly. No obligation at any point before you accept the quote.
Tell us about your estate
The form takes about a minute: your name, contact details, and a brief description of your estate and what you want to achieve. No sensitive figures at this stage.
We send a fixed written quote
We come back within 48 hours with a fixed written quote for the inheritance tax, trust, gifting, succession or probate work you need. The price we quote is the price you pay.
We do the work
Once you accept, we model the numbers, put the plan in place, and coordinate with your solicitor on the will and any deeds, keeping the whole picture consistent.
What we help with
The work is built around the inheritance tax and estate situations families and executors most often face.
Get a fixed quote for your estate
Tell us about your estate and we come back within 48 hours with a fixed written quote. No obligation to proceed.