From paperwork to purpose: Unlocking the potential of legacy planning

For some, legacy is about financial security for their family. For others, it’s about passing on values, lessons, or even a sense of purpose. And for many, it’s a mix of both. Yet, despite its importance, legacy planning is often delayed – pushed aside by the complexity of wills, trusts, and tax considerations, or the discomfort of confronting mortality. To better understand how families think about legacy – and how advisers can guide them – we¹ conducted two parallel studies: one with 1,000 financially advised clients with £250,000 or more in investable assets, and another with 200 UK wealth and financial advisers.

You can find out why legacy is more than money, how a balanced approach with your clients will drive results and much more. This report will explore these and other findings in more detail. As well as analysing the data, we aim to provide advisers with practical pointers on how to navigate the concerns their clients may have and deliver legacy planning that is robust and meaningful.

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