Your Legacy is much more than your possessions. Its your personal values, the memories that carry on and your entire belief systems. Your inheritance / estate plan should be a reflection of the legacy you want to leave.
They want to decide now, whilst they can, what will happen to their assets, rather than leaving it up to chance.
Estate or Inheritance planning is the process of making decisions and taking actions, which includes ensuring your wills are written effectively, trusts are in place if required, and lifetime gifts are made if appropriate.
We know that making gifts, is a science, and an art.
It's a wonderful feeling when your loved one’s benefit from what you've left them. For some, it's important to keep these gifts within the family.
It's sad when beneficiaries receive an inheritance but don't use or invest it, often out of fear of making mistakes or feeling like the money isn't truly theirs.
We'll guide you in taking care of important things that are often forgotten, so your loved ones can avoid risks and complications.
The biggest mistake is that you think you have more time.
Time is free, but it’s priceless.
You can’t own it, but you can use it.
You can’t keep it, but you can spend it.
And once it’s lost, you can never get it back.
Within 30 minutes we can get to know you - your situation, goals and needs - then we can summarise how we can help you persue true lifestyle wealth.
Life Planning Ltd (registered number 11827257)
Life Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 963468). Life Planning Services. provides non-regulated lifestyle financial planning and estate planning services.
The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved disputed between regulated firms and their clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Additional information about Life Planning and its planners is also available online at the FCA's register.