Identifying your opportunities, threats and resources
Planning your legacy can be exciting and inspiring, but it can also feel like a daunting task if you’re unsure of where to start and what your priorities might be.
If you’re looking for some clarity and insight, or if you’re simply curious, try our free Your Vision tool now.
The Your Vision tool is quick and easy, offering multiple-choice options at each stage and the opportunity to add your own ideas where appropriate. Once complete, the Your Vision tool will build a picture of your situation and opportunities in a free personal summary.
The Your Vision tool is confidential and carries no obligation. If however you are happy to share your answers with us, it will provide us with a good indication of whether The Family Legacy SolutionTM is right for you, and some useful insights from which we can start planning your legacy together.
Adapted from The D.O.S.® Platform, which is a trademark, copyright, and concept owned by The Strategic Coach Inc. All rights reserved. Used with permission. www.strategiccoach.com
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From the blog
In her new blog post Gina now takes a look at some of the other things we do for our clients: “We have discussed some of the things...
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Your vision
Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.
Try now »
© 2015 – All Rights Reserved. The Family Legacy SolutionTM is a trading style of Ian King Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 630542). Estate planning is not regulated by the Financial Conduct Authority. Registered in England and Wales: 08469955. Registered Office: The Old Vicarage, Market Street, Castle Donington, Derbyshire DE74 2JB.
The Information contained with this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Family Legacy SolutionTM are not responsible for the content in any external links on this website.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
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