Family WealthFortress Eligibility Checker

Thank you for your interest in WealthBuilders Family WealthFortress

This eligibility-checker takes around 5 minutes to complete. The Family Wealth Fortress is an invitation only programme designed for families with existing net assets of £1m+ who want clarity, coordination and long-term protection. You will be notified at the end if you fit the criteria for eligibility and, if so, a member of our team will be in contact with you soon after.
Name of Form [Hidden]
Lead Source [Hidden]
Name*

First NameLast Name
Date of Birth*

DayMonthYear
Phone Number*

Area CodePhone Number
Email*
Please use the same address you used to complete the free IHT calculator
YesNoI'm not sure
- Before doing anything else, we recommend one simple step: Calculate your current inheritance tax exposure
  
  Our free IHT calculator takes less than 5 minutes and gives you a clear indication of:
  1. Your potential IHT liability
  2. How exposed your family may be
  3. Whether further planning is worth exploring
  Please click here to Complete the Free IHT Calculator
- YesNoOther
- Region*
- I'm EmployedI'm a Business owner (employing staff)I'm a Property investorI'm RetiredOther
- When you consider the total value of your estate (Everything you own minus everything you owe) which best reflects your current position?*
- Please tell us a little about your immediate family (Children, grandchildren, parents, siblings - ages, location). *
- What attracts you most to the Family Wealth Fortress?*
- Too many advisers, no joined-up thinkingLack of clarity on what to prioritiseUncertainty around tax, trusts or estate planningI’ve taken action, but it feels fragmentedOther
- Yes – within the next 5 yearsYes – but longer termPossibly / uncertainNo
- Residential or commercial propertyA trading business or shares in a private companyInvestments (ISAs, portfolios, alternatives)Trusts or family structuresCash reserves above £100k
- What is the approximate total value of your pensions?*
- YesNo
- YesNo
- YesYes, but it needs updatingNo
- Yes, and it is held in trustYes, it is not held in trust/I'm not sure if it's in trustNo
- How did you hear about the Family Wealth Fortress?*
- If referred, what was the name of the person or company who introduced you?
- In one sentence, what would success look like for your family if this planning was done properly?*
- Before you submit your details
  
  The Family Wealth Fortress is not a transactional service.
  
  We do not charge by the hour.
  We do not sell financial products.
  And we do not transfer the risk onto you.
  
  If, after confirming eligibility and a mutual fit discussion, you are invited to join this programme, we guarantee to identify, save or create a minimum of £50,000 of measurable financial benefit for you and your family.
  
  If we don’t achieve that, we will continue working with you at no additional cost until we do.
  
  But the true value of this work is rarely limited to one lifetime.
  
  When family wealth is structured properly — coordinated, protected and clearly documented — the impact extends far beyond you. It can reduce unnecessary tax erosion, prevent avoidable disputes, strengthen financial capability in the next generation, and create clarity that benefits your children and grandchildren for decades to come.
  
  This programme requires more than a financial investment.
  
  It requires your full commitment.
  
  We expect:
  - Your time and attention during structured sessions
  - Full transparency around assets, liabilities and intentions
  - Willingness to gather documents and complete agreed actions
  - Openness to being constructively challenged
  - Engagement from spouses or key decision-makers where relevant
  The investment, if your application is successful, is: £10,000 + VAT
  
  For families with meaningful assets, this is not simply a cost. It is a decision about stewardship, responsibility and the long-term resilience of your family wealth.
  
  If you are comfortable with that level of financial and personal commitment, we invite you to submit your information below to confirm the first step - eligibility.
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Thank you for your interest in WealthBuilders Family WealthFortress