Terms
Affiliate links & support
This app is a planning simulator for educational use, not legal or financial advice — see the disclaimer on every generated document. This page covers the commercial terms behind the affiliate links and the voluntary support/donation options specifically.
Affiliate disclosure
After generating a document, we may show links to third-party solicitors or specialist services who can formalise it for real. Some of these are affiliate links — if you go on to use one of those services, we may earn a commission. This never costs you anything extra, and never affects which options are shown to you or how they're described.
Everything here is free
Every feature — every document generator (will, trust deed, shareholder agreement, deed of gift, succession plan, and any others added later), every alert, every strategy — is free to use for everyone. Nothing is ever paywalled or gated behind a payment.
Support Legacy Planner
If this has been useful, you can optionally support its running costs with a one-off donation (£5, £20, £50, or a custom amount), or a small recurring donation (£1/month billed as £12 once a year, £5/month, or £10/month, at the rate shown at the time). Supporters may also receive notifications about UK inheritance-tax rule changes and new strategies. This doesn't unlock features — everything above stays free either way. A recurring donation can be cancelled at any time from your account settings, with no further charges after cancellation.