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Legacy Planning

Make sure your wishes are made clear

Make sure all your wishes are made clear

It’s important to make a Will, whatever your age or circumstances, especially if you have a property or other assets, are married, divorced, cohabiting, have children or there are people who you help financially. Making your wishes known ensures everyone understands how, and to whom, your estate should be divided in the event of your death.

Making a Will

Plan early to enable your loved ones to enjoy their inheritance

Plan early to ensure your loved ones enjoy their inheritance

We spend most of our lives creating a lifestyle we enjoy, often building up assets. However, if these are above a certain threshold, part of your estate can be lost through Inheritance Tax. With a little forward planning, you can have the confidence and peace of mind that your loved ones will not have to deal with an unexpected Inheritance Tax bill.

Inheritance Tax Planning

Who do you trust to look after your estate and interests?

Who do you trust to look after your estate and interests?

When you’ve worked hard all your life, creating wealth and security for the ones you love, you want to be sure that in the event of your death, your estate is inherited by the people who mean the most to you. Having an experienced estate administrator representing your interests as your executor or trustee can help avoid potential pitfalls, disagreements, unexpected tax demands and unnecessary heartache for your family at a very difficult time.

Estate Administration

Take care of your funeral so your loved ones don’t have to

Take care of your funeral so your loved ones don’t have to

When a loved one dies, planning a funeral can be difficult, especially at such a painful time. Often a celebration of life, funerals can also be highly emotional. On a practical side, they are a significant responsibility, and often an unexpected expense that usually rests with close family members. Planning your funeral in advance means you can decide on the details and arrangements that best reflect you, your life and your wishes, as well as potentially saving money.

Funeral Planning

Plan ahead so someone can make the decisions you would want when you no longer can

Plan ahead so someone can make the decisions you would want when you no longer can

One of the most important things in life is having the freedom to make our own decisions about the things that matter to us. There may come a time when, for one reason or another, we are no longer able to make our own decisions. A little planning now means that you can at least decide who should make those decisions for you in the future.

Power of Attorney

Make sure your Will and Legal Documents are stored safely

Make sure your Will and Legal Documents are safely stored and up to date

We understand the importance of writing a Will so your wishes are carried out as you want them to be. We also know it’s important to keep your Will and Legal Documents in a safe and secure place with access when you need it. That’s why we offer a Legal Documents Care Package which provides storage and more.

Legal Documents Care Package

Our partnerships

Our partnerships

To be certain we offer you the most appropriate services and to help you plan your legacy, we’ve formed partnerships with other trusted firms who are specialists in their fields. These specialist organisations have been carefully selected because they not only provide great products, in-depth knowledge and customer service, but they share our values too.

Partnerships Charter

Book your appointment

Choose how you would like to speak to us

In branch

To book an appointment in your local branch, call us on 0345 850 1722 or request a callback.

Skipton Link

Book a video appointment for a my review in the comfort of your own home.

More about Skipton Link

Our No Pressure Promise

We're right here for friendly support, helpful guidance and the freedom to make your own decisions in your own time.

Our No Pressure Promise
No Pressure Promise

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