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OVER 20 YEARS OF LEGACY PLANNING
Protecting everything you've worked for.
Wills, Powers of Attorney, Trusts and ongoing care — one experienced team, plain-English advice, and fixed fees agreed up front.
20+ years in legacy planning
★★★★★ Trustpilot rated
Institute of Professional Willwriters
TSI Approved Code
What's at risk without a plan
These protections can only be put in place while you have the time and the mental capacity to do so.
40%
Inheritance Tax
Charged on estates above the tax-free allowances.
~£9000
Cost of Probate
With 12–18 months of delay for a family already grieving.
1 in 2
Disinheritance
Remarriage can quietly divert a home away from your children.
£100k +
Care fees
Can quietly erode what you meant to leave behind.
Four ways we protect your legacy
Every plan starts with a conversation — here's where we usually begin.
Wills
Stay in control
Decide exactly who inherits, who acts for you, and who cares for your children.
Powers of Attorney
Plan for the unexpected
Appoint people you trust to make decisions if you ever can't.
Trusts
Protect what you pass on
Shield your home and savings from the 'what-ifs' that can divert an inheritance.
Legacy Connect
Keep it current & safe
Ongoing care, secure storage and reviews that keep your plan up to date.
Legacy Connect
A plan isn't finished the day it's signed.
Legacy Connect is our ongoing membership: your documents stored securely, your plan reviewed as life changes, and our team on hand should your family ever need to act on it.
✓ Secure physical storage for your Will, LPAs and Trust documents
✓ Regular plan reviews as your circumstances change
✓ Support for your family through probate, when the time comes
✓ Online access to our secure portal to view your documents any time
Common Myths, Busted
What people tell us, before we explain how it actually works.
"My partner will automatically inherit everything."
"An online will is just as safe as a proper one."
"A second marriage won't affect my children's inheritance."
✓ Under intestacy, an unmarried partner has no automatic legal right to anything — everything can pass to blood relatives instead.
✓ The wrong wording can make a will contestable or invalid — and it's usually only found once your family needs it most.
✓ Remarriage can quietly disinherit children from an earlier relationship — a Trust can protect their share in advance.
How it works
These protections can only be put in place while you have the time and the mental capacity to do so.
1
No obligation chat
Face to face, virtual, or by phone — we listen to what matters to you and your family.
2
Our recommendation
A clear, plain-English plan and a fixed fee — agreed before any work begins.
3
Drafting & signing
We handle the detail and guide you through signing it correctly, in person.
4
Ongoing care
With Legacy Connect, your plan stays stored, reviewed, and ready when it's needed.
Over 20 years of plain-English legacy planning.
We're a small, experienced team who've spent two decades helping families across England and Wales put the right protections in place — without the jargon, and without the pressure.
Every recommendation is explained in plain terms, every fee is agreed before we start, and every plan is reviewed as your life changes — that's the whole idea behind Legacy Connect.
★★★★★
"From start to finish, totally professional and friendly. Everything was handled in a well-organised way, and I couldn't fault them at all."
— Recommended via Trustpilot, by a family member of a client