We understand that you want to leave a legacy behind for your successive generations. This will include your money, property, assets, and your business.

A Trust is a legal arrangement where one or more ‘Trustees’ are made legally responsible for holding assets.

The assets – such as land, money, buildings, shares, or even antiques – are placed in Trust for the benefit of one or more ‘Beneficiaries’.

To continually ensure our recommendations are relevant to both a client’s arrangements and future planning, Affnity Legacy Planning will work with the client and their individual needs and schedule to create a tailored review process.