Skip to main content
legacy planning

Livian Legacy Planning

Structure, protect and pass on your wealth efficiently

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.

  • checkmark icon
    Wills are outdated, overly simplistic or missing entirely
  • checkmark icon
    Families face unnecessary stress, delays and uncertainty
  • checkmark icon
    Significant wealth is lost to avoidable inheritance tax
  • checkmark icon
    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:

Two seniors going through paperwork

Estate planning aligned with your wider financial position

cropped photo of an attractive young man in an office looking at documents

Wills and trust structuring to reflect your wishes

happy senior couple discussing documents

Inheritance tax (IHT) planning to reduce unnecessary liabilities

closeup unrecognizable couple signing contract

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

Pound sterling circulation

Effective estate planning gives you:

  • checkmark icon
    Confidence that your wishes will be followed
  • checkmark icon
    Clarity for your family during difficult times
  • checkmark icon
    Greater control over how your wealth is distributed
  • checkmark icon
    The ability to reduce unnecessary tax where possible

Who This Is For

Pound sterling circulation

This service is particularly valuable if you:

  • checkmark icon
    Have built up assets across property, pensions or investments
  • checkmark icon
    Have a family or dependants to protect
  • checkmark icon
    Want to reduce inheritance tax exposure
  • checkmark icon
    Have not reviewed your will or estate in recent years
  • checkmark icon
    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:

  • checkmark icon
    Review your current position
  • checkmark icon
    Identify any gaps or risks
  • checkmark icon
    Highlight opportunities for improvement
  • checkmark icon
    Provide clear, practical next steps
Livian Wealth builds long-term partnerships that deliver clarity, care, and lasting results.

Take control of your estate planning today

Estate planning isn’t about paperwork. It’s about making sure everything you’ve worked for is protected and passed on as intended.