Welcome to Legacy - Wills & Estate Planning Expert
The UK’s #1 Asset Protection experts for small business owners and property professionals.
With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table ensuring you have access to the essential knowledge and seasoned guidance needed to safeguard your hard-earned assets.
Clear and straightforward estate planning guidance, free from jargon, and backed by experience
Legacy Wills was established as a sole trader in 1996, becoming a limited company in 2018. We work with business owners and property investors who need prompt, practical Estate Planning solutions to protect their family, their wealth and their assets – now and for generations to come.
We discover what is important to our clients so we can provide them with the best advice and solutions while they concentrate on running their businesses.
Our experience means that our clients receive a truly bespoke Estate Planning service. At Legacy, you are provided with help and advice to assist you throughout the whole process.
Qualified & Caring
We are on hand to answer any questions you have and to guide you through the process from start to finish. We pride ourselves on our reliable and fast service with a quick turnaround.
Our Highlighted Services
The Asset Protection Strategy is tailored for individuals who want comprehensive protection for themselves and their family’s future inheritance. It’s ideal for those who’ve diligently built wealth, particularly if a significant portion of that wealth is tied up in their home. This strategy is specifically crafted to guarantee that the wealth they’ve accumulated is safeguarded to the fullest extent both today and for generations to come.
Everybody should have a Will. Without it, you have no say over what happens to your assets when you die. Your Will is important, and professional advice will ensure that your Will complies with all the legal requirements. A professional service also ensures that your instructions are clear and will be followed after your death, and that you have taken advantage of any tax reliefs available to you.
Estate planning involves the process of assessing the value of your estate and ensuring that the right documentation is in place (such as Wills, Trusts and Lasting Powers of Attorney) to hand over your assets and pass on your business interests after your death, in line with your wishes.
Lasting Powers of Attorney
A Lasting Power of Attorney (LPA) is a legal document that allows you to choose who will take over your affairs if you lose capacity. Most people think about loss of capacity as being purely a result of old age. However, we can all lose capacity at any time as a result of an accident, illness or stroke.
“John from Legacy Wills has been absolutely first class. Wills and trusts are a subject that is extremely important but I didn’t know the best way to go about everything to secure my assets for the future. John walked my wife and I through the whole process and we couldn’t be happier now that we have everything in place. I would highly recommend his services to anyone who like us, would like the peace of mind of everything being sorted should something unexpected happen.“
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.