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.
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.