Estate Planning

Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time.

You will probably want to be sure that no one else gets their hands on it (the in-law from hell or creditors, for example). You will want to ensure that you pay no more tax than is reasonable and, in some cases, you will want to avoid it completely.

Achieving this is what estate planning is all about, and it is what Legacy does for our clients.

Estate planning involves the process of assessing the value of your estate and ensuring that the right documentation is in place (such as Wills, Lasting Powers of Attorney) to hand over your assets and pass on your business interests after your death, in line with your wishes. It also relates to the formation of any relevant trusts.

Free Estate Planning Guide

Learning how to protect your assets can feel like an overwhelming topic. Our free estate planning guide will help you to understand the process and how to get started.