Heritage
LE3, Leicester
LE3, Leicester
Heritage Wills Advisory is based in the heart of Leicestershire, specialising in Wills, Tax, and Trust planning.
Our parent company Heritage Wealth Advisory Ltd specialise in wealth management.
The challenge for most clients is that wealth and estate planning require both legal and financial solutions.
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Last Will & Testament
For generations, writing a Will has been a slow, expensive and inconvenient process that usually involves seeing a solicitor.
At Heritage, making a Will couldn't be easier and affordable.
Simply tell us what you would like to happen and we will ensure that those you wish to benefit from your estate actually do so.
Lasting Power of Attorney
What If I Am Unable To Manage My Affairs?
There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.
Even when we are young, we can find ourselves incapacitated owing to illness or injury and it can be invaluable having a reliable person, who is able to manage your personal affairs and remove the anxiety of having unpaid bills, at a time when you most need peace of mind.
Similarly, as we get older, the need for an attorney increases as we are more prone to illness and injuries.
By creating a Power of Attorney in advance, ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.
Trust Planning
Without the correct "Bloodline Planning" some, or all of your children's or grandchildren's (bloodline's) inheritance could be lost.
Protecting your inheritance for future generations is commonly referred to as "Bloodline Planning".
Bloodline Planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands! When assets are distributed to beneficiaries "absolutely", (i.e. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary's estate and would be at risk of attack from any future divorce settlements, creditors and taxation.
The strategic use of Trusts can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care.
Wealth Management
As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.
Financial planning is about much more than buying financial products such as a pension wrapper or an ISA. It is a holistic long-term plan that aims to ensure you are in the strongest financial position to achieve your life goals.
This holistic philosophy allows you to access a wide range of services.
