Legacy planning

Creating peace of mind for the people you love

Legacy planning is one of the most thoughtful gifts you can give your family. It’s an act of love that provides a clear roadmap for your loved ones during a difficult time.

We’ll help you organise your wishes, from your assets to your personal messages, so your intentions are clear and straightforward for when the time comes.

What we support with:

Wills and Lasting Powers of Attorney (LPAs)

We can work with your solicitor or legal adviser  to support you in preparing and clarifying your intentions – your solicitor will ensure your documents are are legally valid.

Asset inventories

A clear list of what you own and where it’s located, making it easy for your loved ones to navigate.

Legacy letters

A personal way to share your values, tell your story, or leave messages for your family.

We cannot give legal advice. Your Will and LPAs must be prepared and completed by an appropriately qualified legal professional.

Plan now, before it's too late

The truth is, life can change in an instant. Putting off essential planning today can often lead to unnecessary uncertainty and stress. By thinking ahead, you can help ensure your wishes are respected and your loved ones are supported exactly when they need it most.

Your wishes, in safe hands

To deliver on that promise, we take your privacy seriously. Your important documents are stored in a secure, digital portal, so you and your loved ones can access them instantly whenever needed.

As part of our ongoing service, we also keep a lifetime Inheritance Tax (IHT) record, tracking gifts and other relevant information, so your legacy plans remain accurate and up to date.

The Financial Conduct Authority (FCA) does not regulate Inheritance Tax Planning or Trust Advice.

Take the first step today

07475 916781
tori@awmplan.co

    Apricity Wealth Management Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Apricity Wealth Management Ltd is a company registered in the UK, company number 14762390. Registered office address: 15 West Street, Brighton, BN1 2RL

    This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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