Octopus Legacy Acquires WSL Will Writing to Cement Estate Planning Position

Deal News | Jun 06, 2025 | EIN

Octopus Legacy Acquires WSL Will Writing to Cement Estate Planning Position

Octopus Legacy, a subsidiary of the Octopus Group, has strengthened its position in the UK's estate planning market by acquiring WSL Will Writing. This acquisition propels Octopus Legacy to the status of the second-largest estate planning firm in the country, boasting a client base of 300,000. The move is part of an aggressive growth strategy combining further acquisitions and organic growth, with the company experiencing a 300% increase in its core business. With WSL's 33 years of industry experience, Octopus Legacy aims to deliver enhanced customer-focused estate planning services. WSL's former owners, John and Geralyn Donohoe, express confidence in Octopus Legacy's customer-first approach. Parallel to this, law firm Alsters Kelley has expanded into Oxfordshire through the acquisition of Aplins Solicitors, marking its sixth office and signaling further growth opportunities. Similarly, JCP Solicitors from South Wales has extended its reach by purchasing Howe & Spender, a firm specializing in private client work. These moves reflect an active period of mergers and acquisitions within the legal sector, highlighting a trend towards strategic expansions and investments in technology to meet evolving client demands.

Sectors

  • Financial Services
  • Legal Services

Geography

  • United Kingdom – The article focuses on acquisitions and business expansions within the UK, including moves by Octopus Legacy and multiple law firms.

Industry

  • Financial Services – Octopus Group operates within the financial services industry, leveraging acquisitions to expand its estate planning business.
  • Legal Services – The acquisitions by Octopus Legacy and law firms like Alsters Kelley and JCP Solicitors highlight significant activity in the legal services industry.

Financials

  • 170 – Price charged by WSL for a single will.
  • 235 – Price charged by WSL for mirror wills.
  • 312,000 – Number of wills written by WSL over its 33 years of existence.

Participants

NameRoleTypeDescription
Octopus LegacyAcquirerCompanyA subsidiary of the Octopus Group focused on estate planning.
WSL Will WritingTarget companyCompanyAn estate planning business acquired by Octopus Legacy.
Octopus GroupParent companyCompanyA financial services company involved in the acquisition strategy via its subsidiary.
John and Geralyn DonohoeWSL OwnersPeoplePrevious owners of WSL Will Writing.
Alsters KelleyAcquirerCompanyLaw firm expanding its operations by acquiring Aplins Solicitors.
Aplins SolicitorsTarget companyCompanyA private client and conveyancing firm acquired by Alsters Kelley.
JCP SolicitorsAcquirerCompanySouth Wales law firm expanding by acquiring Howe & Spender.
Howe & SpenderTarget companyCompanyA firm specializing in private client and property work, acquired by JCP Solicitors.