Inheritance and Legacy Planning

Throughout our lives, we accumulate assets like savings accounts, pensions, investments, and more. While we may understand our own portfolio, it’s crucial to ensure our loved ones can navigate it easily when the time comes.

Securing Your Legacy: Peace of Mind for You and Your Loved Ones

Planning for your inheritance isn’t just about finances; it’s about leaving a lasting legacy of love and security for your family. Inheritance planning ensures your wishes are understood and carried out smoothly, minimising stress and complexity for your loved ones during a difficult time.

Why Consider Inheritance Planning?

  • Peace of mind: Knowing your loved ones will be cared for brings comfort and reduces future worries.
  • Reduce stress and burden: Avoid complex legal situations and ensure a smooth inheritance process for your family.
  • Maximise your estate’s value: Ensure your assets are distributed efficiently and according to your desires.

We offer more than just paperwork:

  • Personalised guidance: We understand your unique family dynamics and create a tailored plan.
  • Clarity and understanding: We explain complex legal and financial concepts in plain language.
  • Compassionate support: We offer sensitive guidance and address your concerns throughout the process.

Benefits of our consultative approach:

  • Avoid potential conflicts: Clearly defined plans minimise misinterpretations and disputes.
  • Minimise tax implications: We help you explore strategies to optimise your estate’s value.
  • Future-proof your legacy: Your plan can adapt to changing circumstances and family needs.
International Currencies

The tax benefits of legacy planning

One of the roles of our trusted financial advisers is to save you tax in every way possible. This very much comes into play during estate planning, as your financial and investment portfolios can be arranged in the most tax efficient way, resulting in more being left to your loved ones and any charities you wish to support.

Is legacy planning the same as making a will?

More than just documents, inheritance planning secures your loved ones’ future and brings you peace of mind.
At the heart of this lies your will, the legal document outlining your wishes for asset distribution. But planning shouldn’t stop there. We offer a tailored inheritance planning service that goes beyond paperwork, helping you:

  • Understand your options: We explain complex legal and financial concepts in clear, understandable language.
  • Create a personalised plan: We consider your unique family dynamics, goals, and wishes to ensure your legacy reflects your values.
  • Address concerns: We offer compassionate support and answer your questions throughout the process.

Get a complimentary assessment of your current estate planning situation. We’ll identify any gaps and ensure your future is secure.


The value of investments can fall as well as rise.  Past performance is no guarantee of future performance.

Get in touch

Fill in the form below and our trusted advisers will be in touch to provide expert advice.

Financial advisory in Worcestershire and Kent

Based in Droitwich Spa, we’ve proudly supported clients of all ages since 2004. The opening of our second office in Sevenoaks allowed us to extend our bespoke financial services even further, making SN Financial a trusted financial adviser for individuals, couples, families and businesses across Worcestershire, Kent and the rest of the UK.

Droitwich Office

5 Saltway, Droitwich, Worcestershire, WR9 8LB
01905 779697

Sevenoaks Office

46 Holly Bush Lane, Sevenoaks, Kent, TN13 3TL
01732 926255