Legacy Protection

Our clients have built up financial reserves and asset value over a number of years, or inherited wealth themselves, which they would like to preserve and pass tax efficiently to loved ones. They are also keen to make sure that what they have today is working in a way that helps save future taxation but continues to provide capital and income when... needed. The advice and recommendations we give are based on our client's unique circumstances. Our role is to help them arrange their Estate Planning in a way that matches their aspirations and future needs. Each client and family are different, so we use our experience and expertise to create a bespoke Legacy Protection Plan for them. We know that our client's needs and circumstances change so our ongoing service allows us to regularly review planning and make adjustments as required. Legacy Protection is a boutique business providing specialist advice to clients and their families. We understand that each generation has its own challenges, and we are here to guide individuals and families through the complexity of Estate Planning, and managing Inheritance Tax liabilities. I love to spend time with my clients and their families, to help them make good decisions for the future. We usually do this by inviting members of the family to join a Zoom meeting where concepts and solutions can be discussed, and I am on hand to answer questions. Katy BaxterRead More