Workshop 17: Legacy Planning
Protecting the People and the Future That Matter Most
Legacy planning isn’t about age. It’s about responsibility.
Many people assume that wills, trusts and estate planning are only relevant later in life.
For professional footballers, that often isn’t the case.
A successful career can bring significant assets, property ownership, business interests and financial responsibilities much earlier than most people experience. As life changes, whether through marriage, children or supporting family members, protecting those people becomes increasingly important.
This workshop helps players understand the role of legacy planning, why it matters and how simple decisions made today can provide clarity, protection and peace of mind for the future.
Planning ahead isn’t about expecting the worst. It’s about protecting the people you care about most.
-
No one likes thinking about difficult conversations.
However, putting simple legal and financial protections in place is one of the most responsible financial decisions a person can make.
Without appropriate planning, important decisions about assets, property and family can become far more complicated than they need to be.
Professional footballers often accumulate wealth and financial responsibilities at a relatively young age, making it important to understand how wills, trusts and other planning tools help protect loved ones if circumstances unexpectedly change.
This workshop encourages players to view legacy planning as part of good financial organisation rather than something to postpone until much later in life.
-
During this practical workshop, players explore the key principles of protecting their family, assets and future wishes.
Topics include:
Why everyone should consider having a will.
Understanding the purpose of trusts.
Protecting family members and dependants.
Understanding how assets form part of an estate.
The importance of keeping legal documents up to date.
Knowing when specialist advice may be appropriate.
Building legacy planning into a wider financial plan.
The workshop removes much of the mystery surrounding estate planning, helping players understand that relatively simple steps can make a significant difference for the people they care about.
-
By the end of this workshop, players will:
Know
Why wills and trusts are important regardless of age.
How legacy planning helps protect family members and dependants.
The role that legal planning plays within long-term financial wellbeing.
Be able to
Recognise when legacy planning should be considered.
Identify the professionals who can help with estate planning.
Ask informed questions before putting legal protections in place.
Feel
More confident discussing long-term family planning.
Better prepared to protect the people who matter most.
Reassured that planning ahead provides clarity and peace of mind.
-
Every discussion is based around situations that professional footballers may experience throughout their career.
Examples include:
Buying a first property and considering future planning.
Getting married or entering a long-term relationship.
Becoming a parent.
Supporting parents or other family members financially.
Building significant assets during a playing career.
Wanting reassurance that personal wishes would be respected if the unexpected happened.
These practical scenarios help players understand that legacy planning isn’t about preparing for the end of life. It’s about taking responsibility for the people and assets they’ve worked hard to build.
Continuing the Learning
Legacy planning often evolves as circumstances change, making it important that players have trusted information available whenever major life events occur.
Every Munny workshop is supported by three dedicated online resources that help reinforce learning long after the session has finished.
Player Hub
Players can revisit the key concepts, access practical guides, complete action plans and continue developing positive financial habits in their own time.
Family Hub
Parents and families receive resources that explain the topics covered during the workshop and provide practical conversation starters that continue financial education away from the training ground.
Club Hub
Player Care teams, coaches and club staff have access to workshop summaries, player support toolkits and practical guidance to help reinforce learning, recognise when players may need additional support and know when to signpost them.
Together, these resources help transform financial education from a one-off workshop into an ongoing conversation.
Related Workshops
Players who attend this workshop often continue their learning with: