Legacy Estate Planning and Wills

Legacy Estate Planning and Wills Helping you secure your legacy and protect your loved ones through smart estate planning.

Most people believe Estate Planning is simple:• Write a Will• Maybe add a Power of Attorney• DoneIn reality, many famili...
01/06/2026

Most people believe Estate Planning is simple:
• Write a Will
• Maybe add a Power of Attorney
• Done

In reality, many families are missing key protections such as:
• Trust planning for asset control
• Inheritance tax mitigation strategies
• Future-proofing for life changes
• Protection against family disputes

Good planning isn’t about documents.
It’s about outcomes.

📍Legacy Estate Planning, Gloucester
📧 [email protected]
📞 01452 924873

Big pension tax changes are on the horizon from April 2027, and they could affect how your pension is treated for both i...
26/05/2026

Big pension tax changes are on the horizon from April 2027, and they could affect how your pension is treated for both inheritance tax and income tax purposes.

The “age 75 rule” is shifting in a way that may change how much is passed on, when tax is paid, and how estates are calculated.

For many families, this is not about alarm, but about awareness. The right planning can help ensure your pension is passed on in the most efficient way possible.

If you’d like clarity on how these changes could affect your estate or retirement planning, our team at Legacy Estate Planning can help.

📩 Get in touch to review your plan.

Not all legal services deliver the same outcome.High street solicitors often focus on producing documents based on instr...
18/05/2026

Not all legal services deliver the same outcome.
High street solicitors often focus on producing documents based on instruction.
Specialist Estate Planners take a different approach.

We look at:
• Long-term wealth protection
• Tax efficiency across generations
• Asset safeguarding strategies
• Family and relationship complexity
• Future care and vulnerability risks

One approach completes paperwork.
The other designs a strategy for life.

📍Legacy Estate Planning, Gloucester
📧 [email protected]
📞 01452 924873

Most people believe that once they’ve written a Will, their estate planning is complete.It isn’t.A Will is only one piec...
11/05/2026

Most people believe that once they’ve written a Will, their estate planning is complete.
It isn’t.
A Will is only one piece of a much larger structure — and on its own, it often doesn’t protect families in the way people assume.

A proper estate plan can also include:
• Trust structures to protect assets
• Inheritance tax planning strategies
• Planning for care fee exposure
• Guardianship arrangements for children
• Business succession planning

A Will simply distributes assets.
An estate plan protects people, wealth, and decisions.

📍Legacy Estate Planning, Gloucester
📧 [email protected]
📞 01452 924873

Planning your Will and arranging your estate doesn’t have to be overwhelming. By taking the time to create a legally bin...
05/05/2026

Planning your Will and arranging your estate doesn’t have to be overwhelming. By taking the time to create a legally binding Will, you can ensure your wishes are carried out, your loved ones are protected, and your estate is distributed exactly as you intend.

A comprehensive estate plan allows you to leave different types of gifts, including:
Pecuniary gifts – fixed sums of money to family or friends
Specific gifts – special items or property like heirlooms, jewellery, or property
Residuary gifts – a share of your remaining estate after debts, taxes, and funeral costs
Contingent gifts – gifts that only apply if certain conditions are met
Charitable gifts – donations to registered charities, which can also reduce inheritance tax

Without a Will, your estate could be distributed according to intestacy laws, which may not reflect your wishes. Creating a Will as part of your estate planning gives you peace of mind and ensures your loved ones are taken care of.

Start your estate planning today to protect your legacy and make your wishes clear. Your Will is more than a document — it’s a plan for the future.

💔 Losing a loved one is never easy. The last thing anyone wants is financial stress while waiting for probate to be sett...
27/04/2026

💔 Losing a loved one is never easy. The last thing anyone wants is financial stress while waiting for probate to be settled.
⏳ Probate can take months, or even over a year before your beneficiaries can access essential funds. That’s where an Asset Allocation Trust comes in.
✅ With an Asset Allocation Trust, your beneficiaries can access money much sooner, giving them the financial security they need during a challenging time.

At Legacy Estate Planning, we’re here to help you plan ahead. An Asset Allocation Trust is just one way to ensure your estate is managed efficiently, your wishes are respected, and your loved ones are protected.
✨ Planning your estate today means peace of mind tomorrow. Protect your family and secure their future.
📞 01452 924873
📧 [email protected]

20/04/2026

A Will must be signed by the testator in the presence of two or more witnesses who are present at the same time.

🚫 No Will? The law decides who inherits — not you.If you pass away without a valid Will, the rules of intestacy take ove...
20/04/2026

🚫 No Will? The law decides who inherits — not you.
If you pass away without a valid Will, the rules of intestacy take over… and the outcome might not reflect your wishes:
• Unmarried partners could receive nothing
• Stepchildren may be left out entirely
• Loved ones can face delays, stress, and disputes
• The people who matter most to you might not benefit

Your legacy deserves more than a default setting.
🌿 Take control today. Protect what matters tomorrow.

📞 Call us: 01452 924873
📧 Email: [email protected]

Really pleased to say we’ve passed our Society of Will Writers Code Compliance again for another year 🥳 I know a certif...
20/04/2026

Really pleased to say we’ve passed our Society of Will Writers Code Compliance again for another year 🥳 I know a certificate like this might not mean much at first glance… but in our world, it genuinely matters.

It means we’re being checked, held accountable, and making sure we’re doing things properly — not cutting corners, not guessing, and not standing still while rules and legislation change.

Truth is, anyone can say they “write Wills”. There’s no barrier to entry in this industry… which is exactly why being part of a professional body like the Society of Will Writers is so important.

For the people we help, it means:

* You’re getting advice that’s up to date
* Things are done the right way
* And you’re not left with something that could cause problems later on

We see it far too often — Wills that don’t quite do what people thought they would, or plans that haven’t been reviewed in years.

So if you’ve already got something in place, it’s always worth asking:
👉 When was it last looked at?
👉 Was it done by someone properly qualified and accountable?

And if you’re not sure — that’s exactly what we’re here for.

We’re delighted to see our brand new signage now up and in place at Legacy Estate Planning!If you’re visiting us, you’ll...
15/04/2026

We’re delighted to see our brand new signage now up and in place at Legacy Estate Planning!

If you’re visiting us, you’ll find our office in the same building as Cornell and Company Financial Planning on Brunswick Road in Gloucester — easy to spot now thanks to the new look 👌

A big thank you to Severn Signs Ltd for creating, and installing everything so professionally — we’re really pleased with how it’s turned out!

Address

1 St Michael's Court, Brunswick Road
Gloucester
GL11JB

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441452924873

Website

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