In our one-hour Legacy Coaching session, you will receive personalised, one-on-one guidance from me, The Inheritance Guru, on a range of estate planning topics. 

Here’s some of what you can could learn about and benefit from during our session:

• Protecting your assets from divorce, debt, and care home fees: We’ll discuss the legal and financial strategies for protecting your assets from potential threats such as divorce, debt, and care home fees. This may involve discussing the use of trusts, lifetime gifts, and other estate planning tools to safeguard your wealth.

• Reducing Inheritance Tax: I’ll provide guidance on how to reduce your Inheritance Tax liabilities through effective planning, such as making use of available exemptions and reliefs, as well as setting up trusts.

• Choosing executors, trustees, and guardians: We’ll work together to select the right people to manage your estate and care for your loved ones after you’re gone. This may involve discussing their roles and responsibilities, as well as the qualities and attributes to look for in these individuals.

• Maximising your business legacy: If you own a business, I’ll provide guidance on how to ensure that your business continues to thrive after your death, and how to pass it on to the next generation in a tax-efficient manner.

• Protecting your spouse and loved ones: We’ll discuss how to ensure your loved ones are taken care of financially, both in the event of your own death and if your loved ones should need to go into care.

• Bloodline planning: We’ll discuss how you can protect your family’s wealth and ensure that it stays within your bloodline for generations to come.

In addition to the above topics, you’ll have the opportunity to ask any questions you may have and receive tailored advice based on your specific circumstances. You will walk away from our session with a greater understanding of your estate planning options and the confidence to make informed decisions about your legacy.

For just £150, you’ll receive personalised, expert guidance on a range of estate planning topics, tailored specifically to your needs and circumstances. With my help, you can rest assured that your wealth and loved ones are protected, and that your legacy will live on long after you’re gone. So why wait? Book your session today and take the first step towards securing your future.

If you’re ready to take control of your estate planning and ensure that your legacy is protected for generations to come, don’t hesitate to get in touch with me, Sally – The Inheritance Guru. You can reach me at 07831 379562 or by emailing [email protected]. 

Alternatively, click here to book your one-hour coaching session at your convenience.