your legacy solutions

What your legacy solutions does

Your Legacy Solutions Limited is a UK-based, privately held legacy planning consultancy registered in England and Wales (Company Number 12590450), founded in 2004 and operating from a single office in Fernwood. The firm serves individual families, business owners, landlords, and vulnerable beneficiaries in England and Wales with a comprehensive suite of estate planning services, including asset protection wills, lifetime protection trusts, vulnerable beneficiary planning, inheritance tax planning, lasting powers of attorney, and a three-tier probate offering (free guidance for Legacy Connect clients, a £895 fixed-fee Probate Assist, and a 1.5%+VAT Probate Professional full-service option). It also offers a dedicated Will for Business Owners product addressing business property relief and landlord considerations.

The company's underlying technology consists of a client-facing digital platform providing secure document storage through the Legacy Connect portal and a self-serve Online Power of Attorney tool that allows customers to create LPAs digitally. These digital assets sit alongside a traditional consultation-led service delivered by qualified Legacy Planning Consultants via in-person, telephone, and video-conference channels.

Your Legacy Solutions generates revenue primarily through professional services fees for wills, trusts, LPA, and probate work, supplemented by a recurring subscription component via the Legacy Connect ongoing client care programme and a transactional Online Power of Attorney offering. Customer acquisition is driven by a sales-led GTM leveraging its 5-star Trustpilot reputation, a website with educational content and email newsletters, and a professional introducer/referral network of financial advisors, solicitors, and accountants that earn a £50 referrer reward plus a 10% discount to referred customers. The firm maintains a strategic tax advisory partnership to deliver coordinated inheritance tax planning alongside its legal services.

Name

your legacy solutions

Legal name

Your Legacy Solutions Limited

Website

https://yourlegacysolutions.co.uk

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Your Legacy Solutions is a UK-based, privately held legacy planning consultancy offering wills, trusts, lasting powers of attorney, inheritance tax planning, and probate services to individuals, families, business owners, and landlords in England and Wales, supported by a subscription client care programme and a self-serve online LPA tool.

Ownership category

akta.pro rank

Product category

Estate Planning Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Wills and estate planning
• Probate administration services
• Lasting powers of attorney
• Inheritance tax planning
• Legacy planning consultancy

Headquarters

HQ city

Fernwood

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Probate Services: Three-tier probate service model: free guidance for Legacy Connect clients, fixed-fee Probate Assist at £895 including VAT, and percentage-based Probate Professional at 1.5% plus VAT for full service.
2. Legacy Planning Consultations: Advisory services for Wills, Trusts, LPAs, and inheritance tax planning with personalized consultation from qualified Legacy Planning Consultants.
3. Legacy Connect Subscription: Ongoing client care program offering document storage, free reviews, basic updates, and access to professional services. Includes referral benefits and discounts.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Your Legacy Solutions provides wills, trusts, probate, and Lasting Powers of Attorney (LPA) services for individuals and families in England and Wales. The firm offers advisory consultations with Legacy Planning Consultants covering asset protection wills, lifetime protection trusts, vulnerable beneficiary planning, inheritance tax planning, and a three-tier probate service, complemented by an ongoing Legacy Connect client care subscription.

Product overview

Your Legacy Solutions is a wills and legacy planning services company offering a comprehensive suite of legal services for estate planning in England and Wales. The core offerings include Asset Protection Wills, Powers of Attorney (LPAs), Lifetime Protection Trusts, Vulnerable Beneficiary Planning, Inheritance Tax Planning, Probate Services, and specialized Wills for Business Owners. These services are complemented by Legacy Connect, an ongoing client care program offering secure document storage, free document reviews, and discounts on additional services. The company positions itself as an alternative to simple mirror wills offered by solicitors or online services, providing comprehensive legacy planning designed to protect assets from remarriage, care fees, and inheritance tax.

Differentiator

Problem solved

Functional benefit

Brands

• Legacy Connect: An ongoing client care service providing secure document storage, free reviews, updates, ongoing expert advice, access to vetted professional services, and discounts on probate services.

Quantifiable outcome

• Probate discount of £900 (10% off average £9,000 professional probate cost)
• +2 more outcomes

Named customers1 record

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Tax PartnerscoreStrategic or Co-development PartnerYour Legacy Solutions works in close association with trusted tax partners to provide comprehensive tax advice and ensure legacy plans account for inheritance tax liabilities. Tax advice is provided in conjunction with their legal partner.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Farewill: UK-based online will writing service offering digital wills, LPAs, and probate. Directly comparable to Your Legacy Solutions as both target UK consumers seeking simpler or more affordable estate planning, though Farewill is more digitally native and less advisory-led.
• Beyond (beyond.life): UK online provider of wills, LPAs, and funeral plans. Directly comparable to Your Legacy Solutions in serving UK consumers seeking wills and LPAs through a primarily online channel.
• Guardian Angel Wills: Smaller UK will writing and estate planning specialist focused on home visits and personalized service. Comparable in offering consultation-led will writing and legacy planning to UK consumers, with a similar local/direct-to-client go-to-market approach.

Broad incumbents

• Co-op Legal Services: Large UK legal services provider offering wills, probate, and estate planning as part of a broader legal services portfolio. Comparable as an established incumbent with mass-market brand reach competing for the same UK consumer base.
• Slater and Gordon: UK law firm with a wills and probate practice as part of a wider personal legal services offering. Comparable as a larger incumbent offering competing estate planning services, though broader in scope.
• Irwin Mitchell: UK full-service law firm with a Private Wealth practice covering wills, trusts, probate, and tax planning. Comparable in offering comprehensive legacy planning to higher-value UK clients, but as part of a much larger legal practice.
• Boodle Hatfield: UK private client law firm specializing in wills, trusts, probate, and tax for high-net-worth individuals. Comparable in offering specialist legacy planning services in England and Wales, but serving a higher-end clientele.
• Wrigleys Solicitors: UK law firm with a dedicated private client practice covering wills, trusts, LPAs, and probate. Comparable in providing specialized legacy planning in the same English/Wales jurisdiction, though as part of a broader firm.
• Foot Anstey: UK law firm with a private wealth and estates practice offering wills, trusts, and succession planning. Comparable in providing legacy planning services in England and Wales from a broader legal practice base.
• Hugh James: UK law firm offering private client services including wills, probate, trusts, and estate planning. Comparable as a UK-based incumbent offering overlapping legacy planning services across a wider legal footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/your-legacy-solutions

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about your legacy solutions