Why Legacy Planning Matters
Leaving a legacy isn’t just about money, it’s about peace of mind.
With the right planning, you can protect your assets, reduce inheritance tax, and support the people and causes that matter to you.
At Burgess & Lee, we take a thoughtful, compliant approach to legacy planning, working closely with you and your solicitor, if needed, to make sure everything is structured clearly and according to your wishes.
Key Legacy Planning Services
Inheritance Tax Planning
Reduce the tax your loved ones may pay, with expert strategies for efficient estate planning.
Trusts & Gifting
Use trusts and lifetime gifts to pass on wealth in a controlled, tax-efficient way.
Later Life Planning
Prepare for later life with practical advice around care costs, asset protection, and end-of-life planning.
Collaboration with Solicitors
We’ll work with your solicitor to align financial planning with your legal arrangements, wills, and lasting powers of attorney.
What Our Clients Say
"I am very pleased with the extremely high standards of service and advice I have received from Burgess and Lee from my initial enquiry and onwards. Having had a number of problems with my previous Financial Advisor including poor advice and costly delays despite high charges, I am very grateful to now have a very professional and reliable team of people looking after my financial affairs giving me peace of mind. Not only do they manage my portfolio promptly and efficiently with great courtesy, their fees are surprisingly low also. Highly recommended!"
Important Notice
The Financial Conduct Authority does not regulate Tax planning, Estate planning, Inheritance Tax Planning or Trusts and Will writing. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested. Burgess & Lee Ltd is authorised and regulated by the Financial Conduct Authority, registration number 160493.