Legacy Guardians Logo - Shield with wings - Landlord Wills Specialist

Vikki Baptie MIPW

Full Member of the Insitute of professional Will Writers

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A Bit About Me…

Hi, I’m Vikki the founder of Legacy Guardians. As you can probably tell I’m not your normal Legacy Planner.

As an accredited landlord and business systems expert, I created Legacy Guardians to help landlords and their families overcome the stressful and disjointed financial administration associated with a loved one passing away.

After helping my family through this difficult process, I realised that as a property investor there’s more than just my family at risk. All my tenants were also at risk and I had no back up plan should I become ill or pass away.

There has to be a better way. One where you can have everything stored centrally and a trusted guardian takes care of everything.

To me that is the ultimate peace of mind, and means you can continue to care for your family when they need it them most.

What you waiting for? Book a call with me today and we can start building your plan together.

Take care,

Vikki 

Vikki’s Qualifications

With a focus on continuing professional developement, you can rest assured that all of my qualifications are up to date.

National Residential Landlords Association – Accredited Landlord

As an accredited landlord there is a minimum requirement of Continuing Professional Development with regards to a persons duties as a reputable landlord.

With this qualification you can rest assured that you are treating your Property Portfolio as a business and covering all legal obligations.

Institute of Professional Willwriters – Full Member

As a full member of the Institute of Professional Will Writers Vikki has completed the following:

  • Supplied two satisfactory references;
  • Passed a satisfactory criminal records check
  • Passed the Institute’s comprehensive entrance examination
  • Passed all compliance requirements to meet the Trading Standards Level of Service.
  • Holds £2million Professional Indemnity Insurance

DEC Institute – Chartered Digital Asset Analyst – Foundation Course

This course covered:

  • Technical Knowlege of Blockchain and Crypto Currency
  • Business and Economics of Blockchain and Crypto Currency
  • Legal and Regulatory treatment of Crypto Assets

Lasting Power of Attorney Training

This course covered:

  • Introduction to the Mental Capacity Act 2005.
  • Lasting Powers of Attorney (LPA).
  • Advanced decisions.
  • Registration of LPAs.
  • Registration of Enduring Powers of Attorney (EPA).
  • Revocation of LPAs and EPAs.    

Will Writers Guide to Pensions

This course covered:

  • Pensions – types, tax, benefits, scenarios and questions to ask.
  • Protection – types, trusts, tax, benefits, scenarios and questions to ask.
  • What you can and can’t do with a Pension.

Advising the Elderly Training

This course covered:

  • Issues affecting elderly clients.
  • Capacity Care fees – the rules.
  • Mitigating care fees – through writing a Will.
  • Prepaid funeral plans.
  • Drafting tips and example work.

Lasting Power of Attorney Training

This course covered:

  • An overview of the full lettings process
  • A guide through each stage of a tenancy
  • All the knowledge required to ensure you have complied with all legal duties.

Advanced Principles of Lettings

Designed specifically for agents, the course covered:

  • The full letting process
  • he legal obligations of the role
  • Practical tips on relationship management
  • Industry best practice.

Inheritance Tax for Landlords

This course covered:

  • Learn the theory behind this tax
  • The importance of early planning
  • How to make use of the reliefs and exemptions available to save money on your family’s eventual tax bill.
Red start button with finger over it - illustration
Red start button with finger over it - illustration

My Why? My wonderful Dad Kevin…

Back in 2015, Shaun and I were planning our Wedding when we found out that we needed to go through IVF.

And (not that it wasn’t embarrassing) but my Dad drops in on his way home from golfing in St. Andrews to see how we were.

He was just the best Dad you could ask for.

Little did we know a week or so later, at just 56, he’d be gone from our lives forever.

Managing his estate was pretty easy to be fair, his folder of doom was on point!

But a few months later, when the whirlwind of wedding planning and estate management died down I started to think about how difficult Probate would be for me and Shaun. 

With 8 houses (now 15), 2 businesses and no one in our family with a Portfolio we realised we would not only be causing distress for our family, we would also be putting our tenants home at risk…

Something we’d worked so hard to create, could be a logistical nightmare. 

And the idea of Legacy Guardians was born… 

If like me you want to make sure your family feel protected and cared for, even when you’re no long here – you need a Legacy Guardian.

Book that call, get it sorted!

Vikki x 

Let’s Do This!

Less than 4 out of 10 Homeowners have a Will

But don't worry... we know it's never the right time to sort all that out.
Get in touch to find out more about our specialist landlord legacy framework for ensuring continuous worry-free generational wealth.

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I'D LOVE YOU TO GET IN TOUCH

I'm looking to do more customer feedback interviews, as well as hear eager team members & professional partnerships to help us service our families needs.

If you can help, please get in touch.

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This firm complies with the IPW Code of Practice (Member: Vikki Baptie - 10582)
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 Generation Wealth is more than just financial; we want the future to be filled with healthy, happy, harmonious humans... and that starts with taking care of our planet.

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