Sally Herdman Services
Online
(2)
Online
(2)
I'm here to design a legacy which will protect your wealth for future generations and give you peace of mind, so that you can live your best life. I write wills, trusts, business and agricultural protection packages, as well as lasting powers of attorney.
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2 customer reviews
jean clayton
Wills and Estate Planning
sally was very helpful and patient went through everything with us and put our mind at ease
John Stubbins
Sally Herdman is highly professional, having worked with her for over 30 years.
I would have no hesitation in recommending her.
In all aspects of finance.
Reply from Sally Herdman Services
John it has been great working with you and your family over the years and many thanks for your words and recommendation
What do you love most about your job?
Creating a legacy which gives my clients peace of mind
What inspired you to start your own business?
Experiencing the death of a loved one who hadn't made a will and knowing how traumatic and emotional it can be, motivated me to start doing something to help others.
Why should our clients choose you?
I believe I am a skilled listener and hear your wishes and have great experience and expertise in designing a solution to fulfill your wants.
Can you provide your services online or remotely? If so, please add details.
I can provide all my services online and remotely.
What changes have you made to keep your customers safe from Covid-19?
Remote and online provision only. Currently I do not offer home visits or clients to come to my premises. This ensures that whatever the status of Covid we can work safely together and provide a very important service wherever you are
Will writing, business wills, trusts, powers of attorney, complex inheritance tax planning solutions
I can write basic or complex wills which include trusts, business clauses, foreign property clauses.
I can advise on the inheritance tax implications for your estate and beneficiaries.
I can protect your estate from threats such as marriage after the first death, divorce, debts and care home needs.
I am able to provide lasting powers of attorney (LPA) for health and welfare and property and financial.
I provide business/ agricultural wills and LPA's to protect the future of your business
