OUR SERVICES - SUMMARY

Heritage Will Writing provides the following services in the Hampshire area:

  • Personal Financial Review
  • Will Writing
  • Estate Planning/Tax Management
  • Lasting Power of Attorney
  • Establishing & Managing Trusts
  • Establishing & Managing Disabled Persons Trusts
  • Severance of Tenancy
  • Hospital Visits
  • Secure Document Storage

We have offices in Southampton and Portsmouth and can provide these services across Hampshire and the neighbouring counties. Heritage Will Writing offers appointments at your own home and also in hospitals and care homes when required.

PERSONAL REVIEW SERVICE

This helps us create a “broad concept” of where you are now, and where you would like to be. This enables us to put together a range of solutions which highlight the options available to you, and the best way forward.

WILL WRITING SERVICE

Clear and professional wills to help you ensure your estate passes to the right people at the right time with minimal tax or administration.

ESTATE PLANNING/TAX MANAGEMENT

Guidance to ensure your assets are held and distributed in the most tax efficient way.

LASTING POWER OF ATTORNEY

A document which would empower a trusted person to act on your behalf with regard to your personal and financial matters should you lose the capacity to do so for yourself.

LASTING POWER OF ATTORNEY CHECKING SERVICE

We offer a checking service for Lasting Powers of Attorney (LPA) which have been prepared by members of the public themselves.

DISCRETIONARY TRUSTS

Provides for assurance of tax efficient planning for your assets, some asset protection from means-tested state benefits and potential divorce claims and allows flexibility of financial planning.

DISABLED PERSONS TRUSTS

Provides assurance for tax efficient planning for people who are registered disabled.

SEVERANCE OF TENANCY (for jointly owned property)

To amend the way your jointly-registered property is owned - important when wanting to make use of some types of Trusts in your will.

HOSPITAL VISITS

To provide an efficient service for clients where it is time critical to have a valid will in place.

SECURE DOCUMENT STORAGE

We provide a safe custody storage facility for wills, deeds and other important documents.

PROBATE AND ESTATE ADMINISTRATION

We can help you through the legal minefield of administering a deceased person's money and property including completing the IHT forms and obtaining the Grant of Probate.