Our services

Legacy Planning.

Leave behind more than just your wealth.

What is legacy planning?

Legacy planning is the process of carefully arranging and managing assets, values, and goals to leave a lasting impact on future generations. It goes beyond simple financial distribution and includes preserving family values, memories, and charitable contributions.

By creating a comprehensive plan, individuals can ensure their wishes are fulfilled and their loved ones are taken care of. Legacy planning enables individuals to leave a meaningful and enduring legacy that extends beyond their lifetime.

Legacy planning services.

A legacy should be more than just passing money down through the generations.

It should be the story about the way the money was accumulated, and what you want it to do when you are no longer here.

We work closely with you to make sure your beneficiaries understand what you are trying to achieve by your bequests, to create a meaningful and lasting legacy.

This way, you can build a legacy out of an inheritance, meaning that the results of your success and hard work are more likely to benefit a wider range of people in more positive ways than they would have done.

The Financial Conduct Authority does not regulate taxation and trust advice.

Wealth for Life Plan.

Rather than viewing Legacy in the context of death, we should think about Legacy in terms of living our lives.

Financial Legacy Planning is a process which is designed to articulate, create and implement a Wealth for Life Plan that is consistent with your values and wishes.

It incorporates your vision with the strategic transfer of wealth and prepares your beneficiaries to receive their inheritance and create a meaningful and lasting legacy.

Much more than inheritance or Inheritance Tax planning, it is designed to capture the values of an individual and, at the same time, establish what they truly value in life.
Legacy planning is about learning from the past, living in the present and building for the future.

What do the team think?...

Legacy planning is much more than leaving property and wealth behind. The Quantum Programme help you decide what your legacy will be and what needs to be done to achieve this.
Sam Hudson, Wealth Strategist

Quantum Programme

Get in touch.

Speak to one of our knowledgable specialists today about Legacy Planning.

Also see...

Protection Planning

This forms the basis of any good financial plan and helps you to be able to plan for the future, whatever you want that to be. We assess your long-term goals and create a plan to ensure secure your families future and well-being.

Inheritance Tax

Careful inheritance tax planning can significantly reduce how much inheritance tax you and your family will have to pay. We work to minimise your liability and maximise your legacy by implementing a number of management strategies that are available to us due to our independent nature.

Ethical investing

Investing in sustainable and ethical companies is becoming a more common approach for investors as the returns they provide are often equal to any other investment option. Our team can work with you to ensure your investment strategy meets your personal beliefs and choices.

Estate Planning

Helping you to put together a clear plan that details how, and by whom, your estate is to be managed. We will ensure a strategy is put in place to utilise all available allowances while minimising any additional costs.

Business Owner Strategy

Our team can help to take the pressure off the financial planning side of running a business, ensuring that appropriate policies are in place. Equally, if you want to leave the business, we can advise on the best time and method of doing this.

Retirement Planning

We work to establish what you want your retirement to look like. We analyse your current arrangements – pensions, investments and other assets such as properties and businesses, before deciding with you how to best use them to fund your retirement.