Legacy Wills was established as a sole trader in 1997, becoming a limited company in 2018. We work with business owners and property investors who need prompt, practical Estate Planning solutions to protect their 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. This includes help and understanding planning their Wills, giving them an awareness of an Executors, Trustees, Guardians and Attorneys duties and assisting with Lasting Powers of Attorney.
For long term care and Estate Planning, we can help and advise on various types of Trusts to meet your exact requirements. We recently helped one of our clients with their Estate Planning and saved them in excess of £540,000 of Inheritance Tax.
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. 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 usual turnaround time of just 14-28 days for the entire process.
John arranged my Will, Trust and LPAs all together in a reasonable time frame. John contacts me at least once a year to see if there is any change in my circumstances which is a very good follow up service and I appreciate it. I’m very pleased to have met John and with his help my assets are now protected.
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.