From paperwork to purpose: Unlocking the potential of legacy planning
Views & insightsA research-driven narrative for UK financial advisers.
Download our Legacy report
For some, legacy is about financial security for their family. For others, it’s about passing on values, lessons, or even a sense of purpose. And for many, it’s a mix of both. Yet, despite its importance, legacy planning is often delayed – pushed aside by the complexity of wills, trusts, and tax considerations, or the discomfort of confronting mortality. To better understand how families think about legacy – and how advisers can guide them – we1 conducted two parallel studies: one with 1,000 financially advised clients with £250,000 or more in investable assets, and another with 200 UK wealth and financial advisers.
You can find out why legacy is more than money, how a balanced approach with your clients will drive results and much more. This report will explore these and other findings in more detail. As well as analysing the data, we aim to provide advisers with practical pointers on how to navigate the concerns their clients may have and deliver legacy planning that is robust and meaningful.
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The value of investments and any income from them can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy
- This research has been carried out by Ad Lucem on behalf of RBC Brewin Dolphin in 2025. ↩︎