ABOUT US

Heritage Will Writing covers the whole of Hampshire from its offices in Southampton and Portsmouth. It specialises in offering a friendly, personal advice service on all matters relating to will writing and successful estate planning.

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”. The 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. For more information about us and about how we work, please see Our Services page.

HELPING YOU TO WRITE YOUR WILL

In order to write your will, you need to consider what you want to happen to your possessions and wealth when you pass away. Who do you want to make sure your wishes are carried out? Who do you want to look after your children? Who do you want to look after any funds left for your children or other people until such time as you want them to have the money?

To help, we have provided a number of useful documents that will assist you to prepare for a will appointment with Heritage Will Writing. These articles explain what assets you can distribute in your will. You will also need to think about the jobs that your executors, trustees and guardians perform on your behalf and we will help you ensure you appoint the right people to the right jobs. For more information, see Writing Your Will or please get in touch.

HOW MUCH DOES A WILL COST?

All appointments to discuss your will and requirements are free of charge. You only pay for the services agreed at our meeting. For an indication of costs, please see our schedule of charges.

Please email us or call one of our offices – Southampton Office 02380 879243 or Portsmouth Office 02392 006 212 or complete our contact form and we will get back to you within 24 hours (Monday-Friday). We will then arrange to meet with you in the comfort of your own home to discuss your needs and take your instructions.

PROFESSIONAL SERVICE

Heritage Will Writing offers a professional service in all matters relating to estate planning including will writing, inheritance tax advice and planning. 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 is tailored to their individual needs.

FINANCIAL PLANNING

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

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.

FREE, NO PRESSURE CHAT

If you are planning to write a will, need advice about how best to protect your estate from inheritance tax or long term care costs or are looking to set up a Lasting Power of Attorney please contact us at Heritage Will Writing - Southampton Office 02380 879243 or Portsmouth Office 02392 006 212 for a free no pressure chat about your personal needs.

Time to take action

  • Time to write a will or need advice about Inheritance Tax or Long-Term Care planning?
  • Maybe you are planning to set up a Lasting Power of Attorney?
  • For FREE advice & a no pressure chat… call Heritage Will Writing

Telephone us at
Southampton Office: 02380 879243
Portsmouth Office: 02392 006212

People often ask us

  • Why do I need a will?
  • What happens if I don’t have a will?
  • How much does a will cost?
  • Inheritance Tax - what do I need to do?
  • How do Trusts work?
  • Long-Term Care planning - funding options?
  • Who will look after my pets?
  • Useful Documents & Links

See our Help & Advice pages

Taking the right steps

  • Writing Your will
  • Estate Planning/Tax Management
  • Lasting Power of Attorney
  • Discretionary Trusts
  • Disabled Persons Trusts
  • Severance of Tenancy

Find out more about Our Services

Society of Trust & Estate Practitioners

  • Adam Johnson at Heritage Will Writing is a member of STEP & holds the Advanced Certificate in Will Writing

Visit the STEP website

The Society of Will Writers

  • Adam Johnson and Sandra Rampton are both members of the SWW, a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession

Visit the SWW website

Financial Planning

  • We are able to refer our clients for financial planning advice - investment strategies, savings plans, mortgage deals - via our association with New Forest Wealth Management.

For more information call
Southampton Office: 02380 879243
Portsmouth Office: 023 92 006212

New Forest Wealth Management

  • Heritage Will Writing is able to introduce its clients to New Forest Wealth Management, a practice with St. James's Place Wealth Management plc who is authorised and regulated by the Financial Conduct Authority

For more information call
Southampton Office: 02380 879243
Portsmouth Office: 023 92 006212