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
Get in touch.
Speak to one of our knowledgable specialists today about Legacy 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.
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