Legacy Planning

Planning for the future of our money is not the same as planning for the future of our wealth. 

Legacy Planning Financial and Estate Planning are processes which are designed to preserve your wealth for this generation as well as protecting your wealth for the next generation. Legacy Planning takes this process a step further, by helping you prepare your wealth for future generations. 

At NPS Wealth Management we will work with you to create a vision for the future of your wealth and we will endeavour to support you with its implementation. 

This vision provides meaning to your legacy, which isn’t captured in your Will or anywhere else, with the sole purpose of helping your future beneficiaries to prepare to receive their inheritance and to create a lasting legacy for generations to come. 

Your Legacy will not only be built on the foundations you have put in place but will help your beneficiaries to understand what really matters to you, whether it’s your knowledge, wisdom, values or beliefs.

Contact us today to discuss how our Legacy Planning process can help you further. 

*Will writing involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.