Legacy Planning Guide

A legacy is generally defined as leaving money or property to someone in a Will.

However, when we look at Legacy Planning this definition is worth widening.

As “One’s Legacy” can be considered much more than just the formal arrangement of a set of instructions in a Legal Document.

For millions of people in the UK, leaving a Legacy will typically include wanting to help the next generations for decades to come, protecting against long-term risks to family and leaving their mark after they have gone.

We need to consider what this means in practical terms and how, years in advance, people can take steps to arrange their affairs to build a legacy which will help their family, community and chosen causes.

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