
Livian Legacy Planning
Estate planning is about more than just having a will in place. It’s about ensuring everything you’ve built is passed on clearly, tax-efficiently and in line with your wishes.
The Problem
Many people assume their estate is properly organised — but in reality, there are often critical gaps.
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Wills are outdated, overly simplistic or missing entirely
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Families face unnecessary stress, delays and uncertainty
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Significant wealth is lost to avoidable inheritance tax
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Important decisions are left unclear or undocumented
Without proper planning, even well-managed wealth can become complicated at the point it matters most.
What We Do
At Livian Estate Planning, we provide structured, advice-led solutions to help you take control of how your wealth is passed on. Our focus is on clarity, efficiency and long-term outcomes.
We support you with:

Estate planning aligned with your wider financial position

Wills and trust structuring to reflect your wishes

Inheritance tax (IHT) planning to reduce unnecessary liabilities

Family and beneficiary planning to ensure clarity and control
This is not just about documents — it’s about making sure everything works together properly.
Our Simple 3-Step Process
We keep things clear and structured:
1
Review your current position
We assess your existing arrangements, assets and family structure
2
Identify risks and opportunities
We highlight gaps, inefficiencies and potential tax exposure
3
Put a clear plan in place
We design and implement a tailored estate plan aligned with your goals
1
Review your current position
We assess your existing arrangements, assets and family structure
2
Identify risks and opportunities
We highlight gaps, inefficiencies and potential tax exposure
3
Put a clear plan in place
We design and implement a tailored estate plan aligned with your goals
Why It Matters

Effective estate planning gives you:
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Confidence that your wishes will be followed
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Clarity for your family during difficult times
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Greater control over how your wealth is distributed
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The ability to reduce unnecessary tax where possible
Who This Is For

This service is particularly valuable if you:
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Have built up assets across property, pensions or investments
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Have a family or dependants to protect
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Want to reduce inheritance tax exposure
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Have not reviewed your will or estate in recent years
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Want a clear and structured plan for the future
Take the First Step
The best place to start is with a structured Estate Planning Review.
In this session, we will:
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Review your current position
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Identify any gaps or risks
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Highlight opportunities for improvement
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Provide clear, practical next steps



