Legacy Ambassador Programme (LAP) What is the Legacy Ambassador Programme?

The Legacy Ambassador Programme (LAP) is our way of refining and improving the Lifetime to Legacy (LtL) service with the help of our clients. By participating, you not only receive the same thorough, professional estate planning service, but you also help others understand the value of protecting their legacy.

In exchange for your honest feedback, we reward you with 20% off the Lifetime to Legacy service, reducing the cost from £395 + VAT to just £316 + VAT. That’s a saving of nearly £80 for just 10 minutes of your time.

What is the Lifetime to Legacy Service?

The Lifetime to Legacy (LtL) service is designed to provide clarity, confidence, and control over your estate planning.

It includes:

• A 90-minute consultation with a professional estate planner to uncover opportunities, identify risks, and answer questions you might never have thought to ask.
• A personalised Lifetime to Legacy report, which outlines: The right type of will for your needs—standard, advanced, or trust-based.
• Tax-saving strategies, including real-life Inheritance Tax (IHT) savings.
• Power of Attorney advice to ensure your attorneys act in your best interest.
• Long-term care planning options tailored to your situation.
• Clear, actionable solutions, supported by technical sections and embedded podcasts to make complex topics easy to understand.
• A 30-minute results meeting, where we explain the technical aspects of your report, share specific figures, and present practical solutions with our IFA expertise.

What Does It Mean to Be a LAP Member?

As a LAP member, you’ll receive the full Lifetime to Legacy service, plus additional benefits:

• 20% Off the Service Your participation reduces the cost of the service to just £316 + VAT.
• Lifelong Access to Estate Planning Tools You’ll retain permanent access to your digital portal, including reminders for estate planning tasks, updates, and valuable resources to keep your plans on track.
• Exclusive Planning Bulletins Receive regular updates directly to your inbox, covering planning tips, changes in laws, and estate management strategies tailored to your needs.

What We Ask in Return

We appreciate that giving feedback can take time, but as it helps us improve, we make it as simple and rewarding as possible. Answer Our Feedback Questions At the end of your results meeting, we’ll spend 10 minutes asking questions about the service, such as:

• “What were your first impressions of the report?”
• “Did you find the technical sections clear and helpful?”
• “How much more knowledgeable do you feel after going through the process?”
• “Would you recommend the service to others, and why?”

These questions are recorded to help future clients understand what the service is like.

Post Honest Reviews

We’ll provide links to make it easy for you to post an honest review on Trustpilot and Google.

Recommend One Person Share the name and email of someone you think could benefit from the service. We’ll only send them one email introducing the Lifetime to Legacy service and letting them know what you thought about it.

Why Your Feedback Matters

Your input helps us improve and ensures we’re delivering the highest level of service. By sharing your experience, you help others understand how Lifetime to Legacy can transform their approach to estate planning. Your recorded feedback and written reviews may also be shared on our website and social media platforms, showing others the value of the service.

Don’t worry—everything is reviewed and approved by you before it’s shared.

How to Join the LAP

Becoming a Legacy Ambassador is simple. When you sign up for the Lifetime to Legacy service, let us know you’d like to join the LAP. We’ll guide you through the process and handle everything else, including the feedback session, reviews, and discount application.

Ready to Protect Your Legacy?

If you’re ready to start your Lifetime to Legacy journey as a Legacy Ambassador, click here to book your initial consultation.

We look forward to working with you to plan your future and improve the service for others.

This detailed page clearly outlines the benefits of the LAP, ties it to the value of the Lifetime to Legacy service, and highlights the simplicity of participation, creating an appealing and actionable proposition.