Tel: 02380 879243

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?

Book Your FREE No Pressure Chat ..

Simply complete this form and we'll get back to you, as soon we can.
  • Under GDPR regulations we need your consent to store your contact details and use them to reply to your enquiry. Please tick the boxes to let us know how we may reply to you.
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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

Heritage Will Writing covers the whole of Hampshire from its offices in Southampton. 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.

What We Do

Help & Advice

We offer help and advice in all areas of Estate Planning and there's a great deal of free content to be found here.

FREE Seminar

If you have lots of questions or worries about your Will and Estate Planning, come along to one of our FREE Seminars.

Our Services

With an extensive range of services available, whatever stage you're at on your Estate Planning journey, we can help.

Our Blog

There's even more great information available to you on Our Blog where we try to answer all the questions we get asked.

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's tailored to their individual needs.

 

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.

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.

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.

Are You Worried About ....

  • Losing your property if you go into Long Term Care?
  • Your Inheritance Tax liabilities
  • Writing your will?
  • Amending your will?
  • Who will look after your children if you die?
  • How your loved ones will cope, financially?

Book Your FREE No Pressure Chat ...

Simply complete this form and we'll get back to you, as soon we can.
  • Under GDPR regulations we need your consent to store your contact details and use them to reply to your enquiry. Please tick the boxes to let us know how we may reply to you.
  • This field is for validation purposes and should be left unchanged.

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.