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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.

We can deliver a professionally drafted will, structured around your needs, wealth and estate.

Please feel free to contact us to take advantage of our free consultation to help you preserve and protect your wealth.

Our Award Winning Legacy Planning service can help you protect your wealth and estate for your family should any unforeseen events, like illness, accidents and unexpected deaths occur.

Affinity Legacy Planning believe it is important to plan your legacy early, so that your affairs are in order when the time comes. If you don't have a plan in place, your wealth and possessions could be distributed against your wishes.

2021 best estate planning service provider sme portrait
clw estate planning consultancy of the year 2020
global business awards estate planning firm of the year 2021
prestige will writing service of the year 2022
sme 2021 best estate planning company
sme best estate planning and trust services consultancy 2022
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  • 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
  • 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
  • WEALTH PROTECTION

     
    ♦ Life Insurance ♦ Income Protection ♦ Critical Illness Cover ♦ Business Protection ♦ Key Man Insurance ♦ Buildings Insurance ♦ Contents Insurance
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Stephen Henderson
Review Stars

"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."

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Claire Jackson
Review Stars

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

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Shirley Wilson
Review Stars

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

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John Lawson
Review Stars

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