Heritage Will Writing

Heritage Will Writing

Heritage Will Writing locationSouthampton, Hampshire

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.

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Heritage Will Writing Location

Unit 12, Shelley Lane, Ower, Romsey SO51 6AS, UK

Heritage Will Writing Q&A

Heritage Will Writing Q&A

Why should our clients choose you?

Heritage Will Writing treats you as a client with the highest professional standards. When undertaking to write a will, prepare a Lasting Power of Attorney or give long-term care or inheritance tax advice, we will do so with the upmost care and diligence.
We are proud to say that we put our clients first, ensuring the client experience is professional, informative and friendly and clients feel that they have got a will that both reflects their wishes and objections and is written in a way they that is easy to understand. We will take you through the process step by step to ensure we fully understand your needs and that you fully understand the work we carry out for you.

Services provided by Heritage Will Writing

Heritage Will Writing Services

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.

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