P & C Consulting

Record details of your assets be they properties, investments, bank accounts, insurance policies, pensions etc. Categorise your assets and any associated liabilities and assign ownership information all within the secure Legacy Portfolio app. Once recorded it is easy to update the information and if you choose, it is simple to share your data securely with others and your trusted advisor. This makes light work of listing your assets so your Estate Planner can help with recommendations and guidance. Legacy Portal- easy, safe and secure.