Legacy Planning

More than an inheritance, your legacy is the story, security, and values you leave behind. Our estate and legacy planning services create clear, tax-efficient strategies that protect your wealth and ensure it’s passed on exactly as you intend.

Legacy and Estate Planning: Honouring Wishes, Easing Burdens

The future is unpredictable. Ensuring your wealth and wishes are respected doesn’t have to be. Let’s face it, probate is never easy. Even with forethought, your family will have to contend with stress, delays, confusion, and potential disputes.

All while grieving someone money could never replace.

Our role isn’t just to put in place a clear plan. It’s to help you create the structures needed to leave behind something that matters. A meaningful legacy that minimises stress and uncertainty, while maximising the impact felt by generations to come. From wills and trusts to succession plans and charitable gifts, we’ll bring clarity to your intentions, protect your assets, and spare your loved ones unnecessary burdens.

It’s about more than safeguarding what you’ve built; it’s about shaping a legacy that reflects who you are and the life you’ve worked to create.

Estate and Legacy Planning Services

Planning your estate isn’t about getting your documents in order. It’s about crafting structures that support a meaningful vision of the legacy you wish to leave behind. Our estate and legacy planning services blend everything from wills and trusts to succession planning, tax strategy, and asset protection.

Legacy Wills and Estate Structures

A clear, well-drafted will is the foundation of any legacy. We’ll work together to create or update a true testament to your wishes, supported by the right estate structures. Whether that’s trusts to protect assets, guardianship arrangements, or instructions for complex holdings, we align your intentions with legal clarity and security.

Philanthropy and Charitable Giving

Philanthropy can be one of the most enduring aspects of your legacy. We help you structure charitable gifts in your will, create trusts, or establish foundations that reflect your values. Done well, charitable giving can reduce tax liabilities while maximising the impact your legacy has in the world.

Life Stage and Lifestyle Legacy Planning

Legacies evolve as life changes. We align your plan with major milestones. From preparing for retirement, to selling or passing on a business, relocating abroad, or supporting the next generation. Each stage refines your strategy into a reflection of your life and ambitions.

Wealth and Financial Planning for Your Legacy

Legacy wealth is not built. It evolves with intention. As your legacy financial advisers, we translate your long-term aspirations into a complete financial plan designed to realise the vision you have for the legacy you want to leave behind. That could mean founding a dynastic business empire or empowering your children and grandchildren to realise their wildest most ambitious dreams.

Specialist UHNW Legacy Planning

UHNW legacy planning demands a level of complexity and foresight few others will ever face. You’re not just deciding where your money goes or who gets what. You’re ensuring the seamless transition of substantial enterprises, the protection and transfer of rare or high-profile assets, and the effective governance of family office structures. Our ultra-high-net-worth legacy planning services are not just about preservation — they’re about curating and maintaining the influence, privacy, and guiding principles that define your legacy.

Plan Today For A Voice That Lives On Long After You’re Gone

You didn’t grow such a wonderful life to leave your legacy to chance. Without a clear plan, what becomes of your wealth is open to disputes, delays, and decisions you never would have made. We’re here to give you a voice long after you’re gone. To honour your wishes, protect your loved ones, and realise your vision for a lasting legacy that truly reflects you.

For Those Shaping the Future

We work with people who want clarity, control, and confidence over how their legacy is preserved and passed on.

Avoid uncertainty and family disputes. Our legacy planning ensures your wealth, wishes, and values are protected and passed on with clarity.

HNWI and UHNWIs with complex estates or family office structures.

Avoid uncertainty and family disputes. Our legacy planning ensures your wealth, wishes, and values are protected and passed on with clarity.

Entrepreneurs and business owners planning succession.

Avoid uncertainty and family disputes. Our legacy planning ensures your wealth, wishes, and values are protected and passed on with clarity.

Families with multi-generational wealth.

Avoid uncertainty and family disputes. Our legacy planning ensures your wealth, wishes, and values are protected and passed on with clarity.

Philanthropists structuring significant charitable giving.

Expert pension planning and independent pension advice to optimise, protect, and grow your pensions. For the retirement you deserve.

Retirees preparing for the next stage of life.

Avoid uncertainty and family disputes. Our legacy planning ensures your wealth, wishes, and values are protected and passed on with clarity.

Individuals wanting to protect loved ones from disputes and uncertainty.

Your Life. Your Voice. Your Legacy.

Our legacy planning services bring clarity, structure, and confidence to one of life’s most important decisions…What should happen to your wealth, values, and responsibilities when you’re no longer here?A legacy should not be left to chance. Not to disputes, not to delays, not to the wrong decisions made by others. Wealth can be preserved. Wishes can be honoured. Your influence can endure when you know how to put the right legacy wills and estate planning structures in place to protect what matters most.As experienced legacy financial advisers, we help you create clear instructions, robust protections, and tax-efficient strategies that safeguard your wealth and ensure it reaches the people and causes you choose.Whether you’re considering legacy will writing, leaving a legacy to charity in your will, or creating multi-generational wealth through comprehensive estate and legacy planning services, we’ll design a plan aligned to your goals, values, and the life you’ve worked to create.From protecting assets to ensuring your voice is heard, we’re here to make sure your legacy reflects exactly who you are and what you want to be remembered for.

FAQs

Planning what happens to your wealth, responsibilities, and values after you’re gone raises questions that simple guides can’t always answer. The right approach depends on your assets, your family, and the future you want to shape. We’ve gathered some of the most common questions from clients seeking clear, confident legacy planning services.

Legacy planning is the process of organising your finances, assets, and wishes so they are protected, managed, and passed on in a way that reflects your values and priorities. It goes beyond simply writing a will; effective legacy wills and estate planning may include trusts, tax-efficient structures, and strategies for preserving legacy wealth over multiple generations. Working with experienced legacy financial advisers or legacy wealth planners helps ensure your plan aligns with your life, family circumstances, and long-term vision. Whether it involves leaving a legacy to charity in your will, supporting loved ones, or safeguarding a business, legacy planning services give you clarity, control, and confidence over what happens next. Legacy planning is important for your family because it ensures your wealth, wishes, and responsibilities are clearly defined and legally protected. Without a structured plan, loved ones may face unnecessary stress, disputes, delays, or avoidable tax liabilities. Through comprehensive legacy wills and estate planning, you can safeguard legacy wealth, provide for future generations, and make sure your values are carried forward. Whether that’s life and legacy planning for everyday security, UHNW legacy planning for complex estates, or leaving a legacy to charity in your will, the right legacy planning services give your family clarity, stability, and the means to honour your intentions exactly as you set them.

You should start legacy planning as soon as you have assets, responsibilities, or wishes you want honoured. Life is unpredictable, and early legacy wills and estate planning ensures your intentions are protected no matter what happens. Whether you’re building legacy wealth, preparing for retirement legacy, running a business that may need small business legacy planning, or simply wanting to provide for loved ones, the earlier you begin, the more options you have to minimise tax, protect assets, and shape your future. Working with experienced legacy financial advisers or legacy wealth planners means your plan can evolve with your life, from your first will to comprehensive estate legacy planning for future generations.

A will and a trust serve different purposes in legacy planning, and whether you need one or both depends on your circumstances. A will outlines your wishes for distributing assets, appointing guardians, and legacy will writing instructions, while a trust can help manage and protect legacy wealth during your lifetime and beyond. Trusts can also offer privacy, reduce probate delays, and provide tax advantages, making them a key tool in estate and legacy planning or UHNW legacy planning. Many people benefit from having both, ensuring every aspect of their wills and legacy is covered and their intentions are carried out efficiently. An experienced legacy financial adviser can help determine the best combination for your needs.

A comprehensive legacy plan should cover everything needed to protect your assets, honour your wishes, and support the people and causes you care about. This typically includes legacy wills and estate planning documents, trusts, and asset protection strategies; tax planning to preserve legacy wealth; instructions for life and legacy planning such as healthcare decisions; and, where relevant, small business legacy planning or UHNW legacy planning for complex estates. It may also involve legacy will writing for specific bequests, succession planning, and provisions for leaving a legacy to charity in your will. Working with skilled legacy wealth planners ensures every detail, from investments to personal values, is reflected in your plan.

You can minimise inheritance tax for your heirs through careful legacy planning that uses the right legal structures, allowances, and timing. Strategies may include setting up trusts as part of your legacy wills and estate planning, making tax-efficient lifetime gifts, using exemptions for leaving a legacy to charity in your will, and structuring legacy wealth to take advantage of available reliefs. For complex estates, UHNW legacy planning or estate legacy planning may also involve international considerations and family office structures. Experienced legacy financial advisers or legacy wealth planners can design a tailored plan that preserves more of your wealth for your chosen beneficiaries while staying fully compliant with current laws.

You can make sure your legacy reflects your values and wishes by creating a clear, legally robust legacy plan that goes beyond asset distribution. This includes legacy wills and estate planning to detail exactly who inherits what, trusts to protect legacy wealth, and instructions for life and legacy planning that guide decision-making if you’re unable to. Incorporating philanthropy, such as leaving a legacy to charity in your will, can ensure your values live on in the causes you support. Whether through small business legacy planning, family governance structures, or personal letters to loved ones, working with experienced legacy financial advisers helps translate your vision into a plan that safeguards both your wealth and what matters most to you.

You should review and update your legacy plan regularly to ensure it still reflects your circumstances, priorities, and the law. As a rule, it’s wise to revisit your legacy wills and estate planning every few years, or sooner after major life events such as marriage, divorce, the birth of a child, a significant change in legacy wealth, selling a business, or moving abroad. For complex estates, UHNW legacy planning may require more frequent reviews to keep tax strategies, trusts, and estate legacy planning structures current. Working with trusted legacy financial advisers or legacy wealth planners ensures your plan evolves with your life, protecting your wishes and securing your legacy across generations.

Protect Your Legacy Today

Every lasting legacy begins with a single conversation. We’ll listen, understand your priorities, and show you the options that give you clarity and control. No rushed decisions, no complicated language. Just the first step toward honouring your wishes and protecting your loved ones.

Forest Wealth