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Affinity Legacy Planning LLP

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.

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
     
    WILL TRUST
    ♦ Protection Property Trust
    ♦ Discretionary Trusts
    ♦ Business Property Trusts
    ♦ Bereaved Minors Trust
    ♦ Children’s Trusts (18-25 Trusts)
    ♦ Disabled Discretionary Trusts
    LIFETIME TRUSTS
    ♦ Spousal Bypass Protection Trusts
    ♦ Asset Protection Bare Trusts
    ♦ Asset Protection Discretionary Trusts
    ♦ Trust with Decreasing Term Policy
    ♦ Loan Trusts
    ♦ Discounted Gift Trusts
    ♦ Personal Injury Trusts
    ♦ Vulnerable Person 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
    ♦ Mortgages
    ♦ Equity Releases
    ♦ Probate Services
    ♦ Pension Advice
  • AFFINITY LEGACY
    WEALTH PROTECTION
     
    ♦ Life Insurance
    ♦ Income Protection
    ♦ Critical Illness Cover
    ♦ Business Protection
    ♦ Key Man Insurance
    ♦ Buildings Insurance
    ♦ Contents Insurance

"I am more than satisfied with the service that I received from Affinity. I am relaxed now knowing that I have managed to get my affairs in order and do not have to worry about my Wife and Bloodline being taken care of." - Stephen Henderson

"The advice and support received was brilliant as it was delivered in a way that was easily understandable." - Claire Jackson

"I want to thank Affinity for their patience and diligence in Will writing. I have recommended them to my Family and Friends." - Shirley Wilson

"Affinity are a professional service who offer knowledge and understanding with compassion and I recommend them highly!" - John Lawson