Lifetime to Legacy: Your Comprehensive Estate Planning Service

Secure Your Legacy with Confidence

Planning your legacy is one of the most important steps you’ll take to protect your loved ones and ensure your wishes are honoured. At Thornton & Baines, we’ve created the Lifetime to Legacy service to provide you with the clarity, control, and confidence needed to navigate the complexities of estate planning.

Whether you’re writing a will, minimising inheritance tax, or planning for long-term care, our personalised approach ensures every detail is considered.

What is Lifetime to Legacy?

Lifetime to Legacy is a bespoke estate planning service designed to address all aspects of your future planning needs. It goes beyond the basics, answering questions you may not have thought to ask and uncovering opportunities to secure your family’s future.

This service includes:

• A 90-Minute Consultation
• Meet with a professional estate planner to explore your circumstances in depth. We’ll identify potential risks, opportunities, and areas that need attention.
• A Personalised Lifetime to Legacy Report
• A detailed report tailored to your situation, covering:
  -The best type of will for your needs (standard, advanced, or trust-based).
  -Power of Attorney options and how to ensure they’re properly set up.
  -Tax-saving strategies, including real-life IHT savings.
  -Trust options to protect your estate and legacy.
  -Tailored long-term care plans that address your personal and family needs.
  -Embedded podcasts and technical sections to make complex topics easy to understand.
  -A 30-Minute Results Meeting

Go through your report with one of our advisers to:

• Understand the technical aspects and recommendations.
• Explore exact figures, key features, and benefits of specific solutions.
• Gain clarity and confidence about the next steps.

Why Choose Lifetime to Legacy?

Expert Guidance from Start to Finish
Our experienced estate planners provide professional advice tailored to your unique circumstances.

Thorough and Personalised Planning
Every detail is considered, ensuring nothing is overlooked, from will options to tax-saving strategies.

Clear, Accessible Reports
Your report is easy to navigate, with hyperlinks and embedded podcasts that make learning simple and engaging.

Unmatched Value and Peace of Mind
If we can’t save you at least our fee in tax savings (for estates impacted by IHT), we’ll refund the cost of the service—no questions asked.

What Does It Cost?

The Lifetime to Legacy service is available for £395 + VAT, offering exceptional value for the depth and clarity of advice you’ll receive.

If you’d like to learn more, click here to request a guide.

Ready to Protect Your Future?

Take control of your estate planning with Lifetime to Legacy. Book your initial consultation today and let us help you secure your legacy.

Book Your Consultation Now