Confidently Plan Your Family’s Future
Expert guidance for smooth, secure, and personalised succession planning across the UK. Discreet, structured, and tailored to your long-term goals.
About Us
We provide professional services in legacy transfer and succession planning. Our firm ensures clarity, control, and confidence for families across the United Kingdom.
Personalised Solutions
Every family is unique. We work closely with our clients to create custom succession strategies that reflect their personal values, long-term goals, and evolving needs.
Trusted Expertise
With years of experience in UK law and estate structures, our consultants offer discreet and reliable support through every stage of your planning journey.
Comprehensive Approach
We consider all aspects of your situation, ensuring that your wishes are honoured and your legacy is preserved exactly as you intend.
Services
We deliver tailored succession solutions designed to support families in the UK through every step of the legacy transfer process.
Succession Planning
Developing clear and lasting plans to ensure your family and assets are protected in accordance with your wishes.
Lifetime Transfer Strategies
Providing structured guidance on transferring responsibility and control smoothly and with minimal disruption.
Trust Establishment
Creating secure frameworks for asset protection and long-term family oversight.
International Succession Support
Advising UK residents with assets or family structures that cross borders, ensuring clarity and compliance.
Guardianship & Responsibility
Helping families plan for the care, roles, and responsibilities of future generations.
Document Drafting and Review
Creating and reviewing legally sound documents to reflect your intentions accurately and professionally.
Confidential Advisory
All consultations are strictly confidential, offering private, in-depth guidance on complex family structures.
Benefits
Why clients across the UK trust us with their legacy planning needs.
Tailored Service
Our approach is fully customised to match your family’s specific goals, values, and future vision.
Local Expertise
We are deeply familiar with UK legal structures and regulations, providing solutions grounded in local realities.
Discreet and Confidential
Your privacy is our priority. All discussions and documents are handled with absolute confidentiality.
Clarity and Simplicity
We explain each step in plain language, making the process transparent and manageable for all involved.
Dedicated Advisors
You will work with a single point of contact throughout your journey, ensuring trust and continuity.
Proven Results
Hundreds of families across the UK have achieved peace of mind and long-term clarity with our support.
News
Stay informed with our latest updates and insights into succession planning across the UK.
UK Succession Trends 2025
Families are increasingly prioritising clarity and early preparation. Discover how approaches to legacy planning are changing across generations.
New Guidelines for Guardianship Planning
Recent updates to UK guardianship frameworks may impact your long-term arrangements. We break down what it means for you.
Cross-Border Considerations in Succession
More UK families hold assets abroad. Learn how cross-border structures can be addressed effectively.
Meet Our New Senior Advisor
We welcome Charlotte Green to our London office. With 20 years of experience in estate and succession law, she brings new depth to our team.
Frequently Asked Questions
Find answers to common questions about our services and how we support your legacy planning journey.
What does a legacy planning consultation involve?
Our consultations begin with understanding your personal goals and family context. We then explore practical ways to structure a clear, lasting plan that reflects your values.
How long does the process take?
This varies depending on complexity, but most clients complete the initial planning process in 2 to 6 weeks, with additional time for document finalisation.
Can you help with international family structures?
Yes. We regularly advise UK residents with international considerations, ensuring your plan works across jurisdictions.
Is everything confidential?
Absolutely. All conversations, documents, and strategies remain entirely confidential and handled with the highest discretion.
Do you provide ongoing support?
Yes. We offer ongoing advisory services to review and update your plan as family or legal circumstances change.
Testimonials
See what our clients say about working with our expert succession advisors.
Emily W.
Legacy Advisors helped us clarify our intentions and structure everything in a calm and respectful way. Their professionalism made a potentially difficult topic feel secure and manageable.
James T.
Working with them gave our family confidence that everything was in place for the future. They made the entire process smooth and clearly explained.
Sarah M.
The team took the time to really understand our family dynamics. They guided us step by step with care and discretion.
Contacts
Reach out to us for a consultation or to schedule a personalised planning session with one of our specialists