Niches
How do estate planners and IHT advisers generate leads?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do estate planners and IHT advisers generate leads?
Estate planning leads come from Meta targeting 55+ homeowners with £400k+ estates, Google Search on "IHT planning" and "inheritance tax advice", and professional referrals from solicitors.
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Estate planning and IHT advice lead generation targets older, asset-rich clients. Meta works on 55-80 with property-value overlays. Google Search on "inheritance tax planning" and "IHT advice" is high intent but competitive. Solicitor and accountant referrals are often the highest-quality source. Creative must emphasise the planning not the tax scheme to stay inside FCA and HMRC-acceptable framing.
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