A good legacy isn’t measured by what you leave, but by the clarity, peace and direction it gives to the people who matter most.

Crafting a Life Plan That Reflects More Than Wealth

At Bushell Holt Wealth Management, we believe legacy is about far more than money.

Your life has been shaped by stories, values, challenges and achievements — and your legacy should reflect all of it. That’s why our Legacy Planning service goes beyond traditional estate planning to help you organise, protect, and pass on the things that matter most.

Whether you’re a business owner, a parent, or simply someone thinking about what comes next, we’ll help you bring together your personal, financial and emotional affairs into a single, cohesive plan — built for the people and future you care about.

What Legacy Planning Looks Like at Bushell Holt

• ✔️ Your Personal Life Plan

We create a comprehensive document — your Life Plan — that captures your assets, wishes and essential information in one place. From your Will, Powers of Attorney and protection policies, to instructions around pets, gifts, funeral preferences, and important contacts — everything is documented and securely stored.

• ✔️ Family Business Continuity

If you’re a business owner, we help you think through what would happen in your absence. We’ll help you document plans for successors, continuity arrangements, shareholder agreements and inheritance intentions in line with your overall estate structure.

• ✔️ Team Clarity & Responsibility

Your Life Plan clearly lists all key people — from executors and trustees to professional advisers — making sure everyone understands their role and responsibilities when the time comes.

• ✔️ Family Conversations & Support

We support and encourage meaningful family conversations around values, vision and wealth. Whether you're starting a conversation with your children or planning a structured family meeting, we’ll help you prepare the ground.

• ✔️ Capturing Your Story & Values

Your values are the foundation of your legacy. We’ll help you reflect on what matters to you, capture your intentions in writing or video, and ensure your story is part of what’s passed on.

• ✔️ Ongoing Review

Life evolves, and so should your plan. We support ongoing reviews so your Life Plan reflects changes in your circumstances, assets or relationships.

Why Legacy Planning with Bushell Holt Is Different

Our approach isn’t just about paperwork. It’s about purpose.

Legacy planning is about protecting your family from confusion and difficulty. It’s about ensuring nothing important is missed. But more than that — it’s about giving your loved ones guidance, clarity, and confidence in the moments they’ll need it most.

And crucially, it’s about creating something lasting that reflects who you are.

Let’s Build Your Legacy Plan Together

We invite you to have a conversation with us — not just about what you own, but about what you value.

Our team at Bushell Holt Wealth Management is here to help you:

- Organise your affairs
- Communicate your wishes
- Protect what matters
- And leave a meaningful legacy, your way.

Get in touch today to begin the conversation.