Lifetime Legacy Record

This is not a form to be endured. It is a quiet way to set down — in one place — the people, the things and the wishes that matter most to you.

We have arranged it as three short chapters: The Logistics, The Assets, and The Legacy. Each section explains why we are asking, so nothing feels arbitrary.

There is no need to make this perfect, and no need to dig out documents. Tell us what you know off the top of your head. Anything missing, we will gather together when we speak.

You can save and return at any time. Your answers are held privately and securely.

This assessment serves both routes we offer: planning we deliver directly (Wills, LPAs, Property and Living Trusts), and introductions to independently FCA-regulated advisers where regulated investment, pension or insurance advice is needed. Your answers help us triage which of these your situation calls for.