Protecting What Matters Most — Your Legacy, Your Loved Ones.
At Solutas Legacy, we make estate planning simple, transparent, and stress-free — giving you peace of mind that your wishes will be honoured and your family cared for.
Explore innovative solutions, forge meaningful partnerships, and unlock new opportunities for growth.
We are dedicated to helping individuals and families plan for the future with confidence and peace of mind. With years of experience in estate planning, our team combines professional expertise with a personal approach, ensuring every plan is tailored to your unique circumstances.
We understand that planning your estate can feel complex and overwhelming. That’s why we focus on making the process straightforward, transparent, and stress-free.
Secure your family’s future with tailored guidance on wills, trusts, and asset protection. We simplify the complexities of estate planning so you can plan with confidence.
Ensure your wishes are clearly defined and your loved ones are cared for. At Solutas Legacy, we prepare legally sound Wills that provide peace of mind and lasting protection for your family.
Choose someone you trust to make important decisions on your behalf if you are unable to do so. We’ll help you set up a Lasting Power of Attorney with clarity, care, and confidence.
Safeguard your share of the family home and secure it for your chosen beneficiaries. Our Property Trusts help protect your estate while keeping the process simple and stress-free.
Plan for the unexpected by appointing someone to manage your business affairs if you’re unable to. We’ll help you create a Business Lasting Power of Attorney that ensures stability and peace of mind.
A Discretionary Trust offers flexibility and control over how your assets are managed and distributed, ensuring your loved ones are supported in the way you intend, both now and in the future.
We guide Executors through every stage of estate administration — from obtaining legal authority to distributing assets efficiently — with expert care and understanding.
From start to finish, we guide you through the essentials of estate planning in just four steps.
Begin your estate planning journey with a complimentary, no-obligation consultation. During this session, we take the time to understand your personal circumstances, financial goals, and family considerations.
In the design meeting, our experts collaborate closely with you to develop a personalised estate plan that reflects your wishes and priorities. We carefully consider every aspect, from asset distribution.
Our team will carefully prepare each of your documents and ensure they pass through our thorough approval process. Once approved, your complete estate plan will be promptly delivered to you.
At this stage, your estate planning documents are finalised and formally signed. We will guide you through the process to ensure everything is completed correctly giving you complete peace of mind.
Our experienced team provides personalised guidance to help you protect your assets and plan for the future with confidence.
Consulting WP really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.
Consulting WP really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.
Consulting WP really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.
1. Make a list of financial assets (e.g. property, savings, investments, life insurance) and any liabilities (e.g. mortgage, loans).
2. Have names and addresses of people you may want to include in your Will as beneficiaries, executors / trustees and guardians.
3. Think about who you want to benefit from your estate and whether there are specific gifts of your personal possessions you would like to make.
If you don’t have a Lasting Power of Attorney in place, your family will need to obtain permission to act for you from the Court of Protection. This can be a very stressful and expensive process that can take several months and cost thousands of pounds in legal and medical fees. In the meantime, your family will be stuck and unable to assist you. Many people mistakenly believe that if they are married and/or have joint accounts that they don’t need Lasting Power of Attorney. Bank accounts can be frozen and being married does not give you power to decide for your spouse/civil partner if he/she is incapacitated.
There are two types of Lasting Power of Attorney and it is recommended you have both.
Property and Financial Affairs
This covers paying the bills, mortgage, access to bank accounts, paying for care or treatment, buying, selling, maintaining your property, pensions, investments, benefits and allow your attorneys to communicate with professionals such as financial advisers, banks and accountants.
If you run a business, a Lasting Power of Attorney can be critical to enable it to continue. A specific Lasting Power of Attorney can be set up if you want different attorneys to manage your personal finances and business.
Health and Welfare
This covers day-to-day care, where you live, medical treatment, alternative therapies, expressing your personal wishes and beliefs and end of life decisions.
A Lasting Power of Attorney for health and welfare enables your attorneys to speak to medical, health and social care professionals on your behalf so that your wishes are known. This can determine the care and treatment you receive.
This is very risky! Imagine what would happen if your spouse/partner and children fall out, or your children want to sell, become bankrupt or get divorced? Your spouse/partner would be vulnerable and could even end up homeless. A Protective Property Trust is a safer alternative.
You can appoint family and friends (including beneficiaries) but you must be confident they will act fairly. Between two and four trustees should be appointed. Alternatively, you can appoint a professional trustee for neutrality and expertise.
No, family members should not act as witnesses to your Will. Legally, anyone who stands to benefit from your Will—or their spouse or civil partner—is not permitted to serve as a witness. If they do sign as a witness, they may forfeit their entitlement under the Will, which could potentially invalidate key provisions. Witnesses must be over 18, of sound mind, and ideally have no personal interest in your estate.
Estate planning is the process of organising your financial and personal affairs so that your assets, loved ones, and wishes are protected—both during your lifetime
When planning your estate, two common tools are often mentioned — the Will and the Trust. Both help manage how your assets are distributed, but
Even the most well-intentioned plans can go wrong if key details are overlooked. Here are seven common estate planning mistakes and how to prevent them:
Your consultation is completely free, confidential, and designed to help you make informed decisions for the future.
