Are You Worried About ....

  • Writing your will?
  • Updating your will?
  • Losing your property if you go into Long Term Care?
  • Your Inheritance Tax liabilities
  • Who will look after your children if you die?
  • How your loved ones will cope, financially?
  • Who will look after your pets if you die?
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Making sure that the right money, goes to the right people, at the right time.

Estate Planning, Tax Efficiency, Lasting Power of Attorney, Setting Up Trusts, Severance of Tenancy

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What We Do

Heritage Will Writing covers the whole of Hampshire from its offices in Southampton (find out more about us and meet the team here). It specialises in offering a friendly, personal advice service on all matters relating to will writing and successful estate planning.

Heritage Will Writing offers a professional service in all matters relating to estate planning including will writing, inheritance tax advice and probate. Document storage and general financial advice can also be provided. We take pride in our ability to offer our clients an excellent level of service that's tailored to their individual needs.

We aim to ensure that when you pass away, your estate is settled so that “the right money goes to the right people at the right time”.

Our will writing service will assist you in achieving these objectives whilst minimising the inheritance tax liability on your estate and, as much as possible, protecting your estate from having to be sold to fund long term care.

Wills

Wills form the central pillar of all Estate Planning.  You need to know why that is and what happens when you don't have one.

Find Out More About Wills

LPA's

A Lasting Power of Attorney is an  essential ingredient for most people, when it comes to Estate Planning good practice.

Find Out More About LPA's

Probate

Probate is a complex process that needs to happen at a very difficult time.  We can take care of that burden for you.

Find Out More About Probate

Other Services

Find out more about some of the other services we offer to help you at every step on your Estate Planning journey.

More About Our Other Services
Hear What Our Clients Have to Say
Need Help Writing Your Will?

Preparing To Write Your Will

There's a lot to consider when writing your will and we have a number of very useful documents that will help you prepare for your appointment with us.

These articles explain all about executors, trustees and guardians, as well as explaining what assets you can distribute in your will.

Check Out The Documents

What To Expect When We Meet

If you're like the majority of our clients, you'll probably feel quite nervous when it comes to meeting us for the first time - whether you come to our offices or we come to your home .

This information will give you a good idea of what will happen when we meet.

Find Out What To Expect

How Much Does A Will Cost?

All appointments to discuss your will and requirements are free of charge. You only pay for the services you need, which will be dependent on your personal circumstances.

We believe in total transparency when it comes to our charges and you can get an indication of costs in our schedule of charges.

Find Out More

Financial Planning

Heritage Will Writing is able to introduce its clients to New Forest Wealth Management Ltd, a Practice with St. James's Place Wealth Management Plc. New Forest Wealth Management Ltd is able to offer professional advice for all your financial planning needs. So whether you need to review your investment pension strategy or are simply looking for a new mortgage scheme, please contact us to arrange an introduction to New Forest Wealth Management Ltd.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

Heritage Will Writing introduces to St. James's Place Wealth Management Plc which is authorised and regulated by the Financial Conduct Authority.