Your Legacy

Legacy planning means different things for different people. For some people it might be as simple as ensuring their affairs are as easy as possible for their family to deal with.

For others it might mean ensuring a certain amount of money is available to their family after their death or even making certain charitable or community-based legacies. You might think that legacy planning is only needed by those who have assets above the current inheritance tax nil rate band (£325,000 to £500,000, depending on circumstances) but this is certainly not the case.

We’re here to help

We’re here to help and answer any questions you may have. Get in touch today to discuss how we can help make you risk resilient and provide financial wellbeing.

covid-19 pdf cover

The Guide to Risk Resilience During COVID-19

We’ve put together a handy guide to help give you some clarity during this uncertain time. Click the link below to access the guide as a free download and get in touch today to speak to one of our friendly advisors.