What will be your legacy?

Time to start thinking ahead
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Take a holistic view of what you leave behind

Legacy planning gives you the ability to think beyond physical assets and leave behind the characteristics that have shaped the person you are today. This comprehensive approach to putting your plans in place, considers more than the monetary transfer of assets to your heirs or beneficiaries.

Legacy planning includes anything and everything that secures how your family and community will remember you when you are no longer here. When you have worked hard to build your estate it’s natural that you would want to ensure that it is shared fairly. Legacy planning helps you to prepare for any unexpected circumstances.

Our expert advisors can help you make the best decisions

We are here to help you through this process and guarantee that your wishes are recorded correctly. You can rest assured that your loved ones will have access to everything they need and that your wishes can be carried out in the proper manner.

We can help you set out plans as well as establish and nurture an enduring legacy that spans generations.

Building a plan helps ensure a strong financial legacy for your beneficiaries.

With our wealth of experience we have developed the best approach for instigating your legacy planning. Together we explore your values, passions and wealth and what these mean to your family, friends and the wider community. To start this conversation consider these fundamental questions:

  • What does your family plan to do with their inherited wealth?

  • What does your family plan to do with their inherited wealth?

  • What are the morals, aspirations and values that would determine your lasting legacy?

  • Are there charities or societies in your community that could benefit from your assistance?

  • Does you legacy plan align with the long term vision of you family?

Think about what is most important to you. Starting this process now will help you develop a detailed legacy plan that aligns with your goals and wishes.

Over Twenty Years Providing User-Friendly And Professional Legacy
Solutions.

Advice And Expertise On Planning Your Legacy

Define your Legacy

Beyond the money and assets and thinking about leaving your mark in the world

Charitable trusts and donations

Giving to the causes you care about in the best way possible

Heirlooms and Inheritances

Pass on those unique items that have more than monetary value to preserve family memories

Inheritance Tax Planning

Making sure your estate is arranged in the best way possible

All the documents you need

Wills, Lasting Powers of Attorney, Trusts and more, all taken care of

Regular Reviews

We’ll send you friendly reminders to make sure your Will is up to date as your circumstances change.

Convenient Appointments

We can meet you at a time and place that suits you – even online if you prefer.

Protecting your beneficiaries doesn’t need to be difficult

Free Consultation

Expert Advice

Cost-effective Solutions