Legacy Planners UK are a strategic network of Business Owners with direct connection to the leading provider of niche asset protection and management services in the UK.

We use our diverse experience to understand and identify opportunities within a complex and dynamic financial environment.
We are not constrained by convention, but neither do we promote unnecessary risk. Operating from our office in Glasgow, we also work with representatives across the UK to transform financial opportunity for our clients.

We work with high net worth individuals – self-employed, business owners, or directors – who have succeeded in accruing significant assets that they wish to protect for the benefit of their families with our Direct Bloodline Solution or to help grow their businesses.

Typically, they will already work with other advisors including, for example, financial advisors, lawyers, and accountants.

We work alongside these existing advisors, offering specialist knowledge in our specific areas of expertise.

We also introduce other specialists from our Legacy Planners Network, where relevant, to help maximise financial & Business opportunities and reduce vulnerabilities.

We are enterprising, diligent and accountable and expect to be judged on our results. We are committed to building long-term relationships with our clients based on fairness, loyalty, and trust.