Legacy Legal
Dedicated to protecting your assets for many generations

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Legacy Legal offer products and services designed to help protect your assets for many generations, putting YOUR stamp on the future in 3 simple steps.

Making a Will

We all know the importance of making a Will, yet only about a third of us get around to making even basic provisions for our loved ones.

By writing a Will and making sure you review it when your circumstances change, you are safeguarding your loved ones from unnecessary future emotional stress and financial worries in the event of your premature death.

Without a Will, the Rules of Intestacy come into play and your property and possessions may end up in the hands of those who you may not have wished to inherit.

Establishing a Trust

By using Trusts to protect your assets, you can impose conditions or time limits on gifts to individual members of your family. This can be of enormous benefit to their long-term security.

By making gifts via a Trust you will be able to:

  • Protect your son or daughter from losing their inheritance in a divorce.
  • Reduce the risk of losing your estate to the Local Authority to pay for your spouse’s care.
  • Delay the gift to your grandchild until they are responsible enough to appreciate it.

Powers of Attorney

By establishing Lasting Powers of Attorney (LPA) for Property & Financial affairs and our Health & Welfare it gives someone you trust the legal authority to make decisions on your behalf should you lose the mental capacity to do so.

It is important to set up an LPA while you are still mentally capable, well before you need it. If you become mentally incapacitated later in life and don’t have LPAs in place, your relatives can face long, distressing delays and expense in applying to the court to take control.

STEP 1

WRITE OR UPDATE YOUR WILL

Making a Will is one of the most important actions you will ever need to take. Your Will sets out who you want to benefit from your estate and in what way you want them to benefit

STEP 1

STEP 2

SET UP TRUSTS

Setting up Trusts now to receive your assets on death will ensure that they are not passed “absolutely” to your beneficiaries. Placing the assets in Trust for your beneficiaries means that they will not form part of their estate and
therefore will be protected from any potential dangers.

STEP 2

STEP 3

MAKE AND REGISTER A POWER OF ATTORNEY

At any point in your life, you may become unable to manage your own financial or medical affairs, either physically or because of a loss of mental capacity. Registering Powers of Attorney now lets you appoint the person(s) that you trust to make decisions on your behalf should you become unable to do so

STEP 3

Estate Planning Packages

  • Starter Plan
  • Comprehensive Plan
  • Premium Plan
What's Included Starter PlanComprehensive PlanPremium Plan
What's Included
£195
per person
£595
per person
£1295
per person
Standard WillWill with Trust within Discretionary Trust+ Severance of Tenancy++Will with Trust within Discretionary Trust+ Severance of Tenancy++ LPA - Health & Welfare* LPA - Property & Financial*
Sets out who you want to benefit from your estate
Protects beneficiaries inheritance against divorce/separation
Protects beneficiaries inheritance against creditors/bankruptcy
Protects against ‘Generational Inheritance Tax’
A Health and Welfare LPA allows you to give someone you trust the legal power to make decisions on your behalf about your health and personal welfare
A Property & Financial LPA allows you to give someone you trust the legal power to make decisions on your behalf about your money and property
Enquire NowEnquire NowEnquire Now

* Registration fee of £82 due to the Office of the Public Guardian upon registration of each LPA
+ Comprehensive & Premium Plans include 1 x Discretionary Trust – additional Trusts will be charged separately
++ Severance of Tenancy x 1 included in Comprehensive & Premium Plans (if applicable)
Prices inclusive of VAT

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