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LB Legacy Estate Services

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LB Legacy Estate Services

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LB Legacy Estate Services offer simplified, jargon free bespoke estate planning to clients nationwide.

Our core services are Probate, Wills, Powers of Attorney (LPA's) and Trusts

29/10/2026

Can writing a will mean you won't have to pay Inheritance Tax?

It's a common question - but the relationship between your will, your estate and Inheritance Tax isn't quite that simple.

A well-considered estate plan can help ensure your wishes are properly documented and may allow
you to consider available planning options, but whether Inheritance Tax is due depends on the
circumstances of the estate.

Our latest video explains more.

For advice tailored to your circumstances, speak to LB Legacy:

https://www.lblegacy.uk/contact

26/10/2026

How many of these estate planning red flags sound familiar? 🚩
An old will, outdated appointments or documents nobody can find can all create problems later.

October is a good opportunity to check that everything still reflects your life today.
Let us help: https://www.lblegacy.uk/contact

22/10/2026

Keep Your Wealth Burning Bright 🔥

Are you making the most of your investments and property wealth in retirement?
Join us for an insightful session exploring how you can make your wealth work for you, both now and in the years ahead. We will be covering:
- Investments
- Property wealth
- Retirement planning
- Protecting and making the most of your wealth

📅 Date: 5/11/2026
⏰ Time: 15.30
📍 Location: Ferndown Golf Club

🎟️ Places are limited - register today via email: [email protected] or Direct Message us

19/10/2026

🏆 We’re incredibly proud to announce that LB Legacy Estate Services has been named Most Compassionate Estate Planning Service in Dorset at the SME Finance Awards 2026!

Compassion is at the heart of everything we do. We understand that estate planning can involve some of life's most personal and sensitive conversations, and we're committed to making every client feel supported, understood and reassured throughout the process.

A heartfelt thank you to all our wonderful clients for placing your trust in us, and to our dedicated team for the care they bring to everything they do.

This award means so much to us 💜

Read more: https://smenews.digital/winners/lb-legacy-estate-services/

19/10/2026

Thinking about giving away money or property during your lifetime?
It's important to understand the wider implications before making significant transfers.

Good planning looks at both your family's future and your own.
Speak to us: https://www.lblegacy.uk/contact

15/10/2026

What actually happens if you die without a will?

It's something many people put off because they assume their family will simply know what to do.

But without a valid will, the law determines how your estate is distributed under the rules of intestacy - which may not reflect what you would have chosen.

In today's video, we explain what that can mean for the people you leave behind.

If writing your will is still sitting on the to-do list, we're here to make the process feel straightforward.

https://www.lblegacy.uk/contact

12/10/2026

What happens if your beneficiary is still a child when they inherit?
Estate planning isn't only about deciding who receives your assets. It's also about considering when and how they should receive them.
Here's what parents and grandparents should know.

Speak to us: https://www.lblegacy.uk/contact

08/10/2026

Who would make important decisions for you if one day you couldn't make them yourself?

It's easy to assume that a spouse, partner or family member could simply step in - but they don't automatically have legal authority to manage your affairs.

A Lasting Power of Attorney allows you to choose people you trust to make certain decisions on your
behalf if needed.

In today's video, we explain why putting an LPA in place can be such an important part of planning
ahead.

Find out more:
https://www.lblegacy.uk/contact

05/10/2026

Want to provide for someone while still protecting an inheritance for the future?
A Life Interest Trust is one estate planning option that can help balance the needs of different beneficiaries. This carousel explains the basics.

Find out more: https://www.lblegacy.uk/contact

Address

13a West Borough
Wimborne
BH211LT

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441202093652

Website

https://www.lblegacy.uk/

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