What constitutes a legacy?

The idea of “legacy” means different things to different people.

I specialise in Inheritance Tax planning, so discussing and helping clients build and protect a financial legacy is something I’m working on most days.

But alongside financial matters, as a parent for nine years, I’m often thinking about the broader aspects of legacy: memories, values, lessons, and the impact we have on others.

And of course, legacy isn’t only about having children. We all have people in our lives we care about — and who are shaped, in some way, by knowing us.

So let me ask you:

·         What do you want to leave behind – beyond financial wealth?

·         What qualities, values, or lessons do you hope your loved ones carry forward?

·         What are you already giving them today, simply through how you show up in their lives?

·         And when the time comes, what part of you do you hope continues through them?

I hope the above has got the “little grey cells” firing — mine certainly are.

If the mood strikes, I’d love to hear what legacy means to you. And as always, anything you share with me remains completely confidential.

Daniel S. Hanbury Ba(Hons) DipPFS

Financial Adviser & Director