Clients think of a legacy as leaving a mark of their life’s work.

• What would you like your epitaph to say?

• If you only had 1 day to live, what would be your biggest regret?

• How do you want to be remembered?

• How much of your estate do you want to leave to your family or good causes rather than be lost to
Inheritance Tax?

• Could I set up a Trust so that money can go to good causes on an ongoing basis?