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  • Ensuring you are able to leave a lasting legacy for your loved ones

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At Affinity Legacy Planning we pride ourselves in our ability to inform people of what steps they can take to protect, grow and preserve their wealth. We then work with clients to assist them in the undertaking of these actions by providing access to, and working with, trusted professional partners which may be ordinarily costly or difficult to obtain.
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Please feel free to contact us to take advantage of our free consultation to help you preserve and protect your wealth.
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  • AFFINITY LEGACY
    TRUST SERVICES
     
    ♦ Children's Trusts
    ♦ Grandchildren's Trusts
    ♦ Declaration of Trust
    ♦ Family Trusts
    ♦ Property Trusts
    ♦ Pension Trusts
    ♦ Business Property Trusts
    ♦ Disabled Discretionary Trusts
    ♦ Discretionary Trusts
    ♦ Bespoke Trusts
  • AFFINITY LEGACY
    SUPPORT SERVICES
     
    ♦ Will Writing
    ♦ Business Wills
    ♦ Secure Document Storage
    ♦ Lasting Power of Attorney
    ♦ Pre-Paid Funeral Plans
    ♦ Conveyancing
    ♦ IHT Mitigation
    ♦ CGT Mitigation
  • AFFINITY LEGACY
    WEALTH PROTECTION
     
    ♦ Life Insurance
    ♦ Income Protection
    ♦ Critical Illness Cover
    ♦ Business Protection
    ♦ Key Man Insurance
    ♦ Buildings Insurance
    ♦ Contents Insurance
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