Legacy Ledger is a UK estate management platform built for the £5.5 trillion intergenerational wealth transfer. We give professional firms and the families they serve a single place to track, plan and protect wealth across generations — from the first gift to the final estate administration. The problem starts earlier than most people think. Gifts made today shape the estate decades from now — but without a running record, allowances go unclaimed, exemptions are lost, and families and executors are left piecing it together under time pressure. At the same time, most families have no way to see how their gifting decisions actually affect the estate: what the IHT bill will be, who receives what, and how the picture changes if they gift differently. Legacy Ledger solves both sides of that problem — the compliance record families need and the forward planning tools that inform decisions. We work with IFAs, wealth managers, tax planners and estate planning specialists. Currently seeking mission-aligned firms to join our design partner programme.
| Website | http://www.legacyledger.co.uk |
| Employees | 4 (1 on RocketReach) |
| Founded | 2026 |
| Industry | Financial Services |
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Jack Berry is the Fractional COO of Legacy Ledger.
1 people are employed at Legacy Ledger.
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