Business Details
20 Years
experience
Professional Estate Planning Services in Romsey
Heritage Will Writing has provided professional estate planning services since 2006, specialising in will writing, inheritance tax advice, and probate. Our team of accredited experts, including STEP and Society of Will Writers members, delivers tailored solutions to clients across Hampshire and surrounding counties. We prioritise client confidentiality and offer home visits for those requiring additional support. Our services include creating legally sound wills, establishing trusts, and implementing tax-efficient strategies to protect family assets.We maintain professional indemnity insurance up to 5,000,000 and adhere to strict industry codes of conduct. Our team combines technical expertise with compassionate guidance, ensuring clients achieve peace of mind through comprehensive estate planning. We provide secure document storage and ongoing support to maintain the relevance of clients' legal arrangements over time.
Services
Will Writing
Probate Services
Lasting Power of Attorney
Inheritance Tax Planning
Severance of Tenancy
Details
- Year established: 2006
Highlights and features
- Established in 2006 with specialist expertise in estate planning
- Team members hold STEP and Society of Will Writers accreditations
- Professional indemnity insurance up to 5,000,000
- Secure document storage and home visit services available
- Comprehensive approach combining legal and tax planning expertise
Associations and certifications
- Society of Will Writers
- Society of Trust and Estate Practitioners
- Financial Conduct Authority
What people say
Excellent service
Professional approach
Peace of mind
Client-centric manner
Second to none
Services
Will Writing
Our professional will writing service ensures your assets are distributed according to your wishes while minimising inheritance tax liabilities. We create legally binding documents tailored to your specific circumstances, including provisions for children, dependants, and charitable donations. Our experts guide you through complex estate planning considerations to protect your family's future.
Probate Services
We manage the complete probate process, handling all legal and tax requirements for estates across Hampshire. Our team provides comprehensive support with asset valuation, debt settlement, and distribution of inheritances according to will stipulations. We offer compassionate guidance during difficult times while ensuring compliance with all legal obligations.
Inheritance Tax Planning
Our specialists develop strategic tax planning solutions to reduce inheritance tax exposure through trust arrangements and asset restructuring. We provide detailed assessments of current liabilities and implement proven strategies to preserve family wealth across generations while maintaining legal compliance with HMRC regulations.
Lasting Power of Attorney
We establish legally binding power of attorney arrangements to ensure your affairs are managed according to your wishes during incapacity. Our experts guide you through selecting appropriate attorneys and creating comprehensive legal frameworks that cover property, financial, and healthcare decisions.
Severance of Tenancy
This service converts joint tenancy arrangements to tenants in common, providing greater control over property inheritance. We handle the complete legal process including Land Registry notifications to ensure proper documentation of changed ownership structures that align with your estate planning objectives.
People
Emily Bell
Consultant
With STEP and Society of Will Writers accreditations, Emily specialises in estate planning and administration. She has developed expertise in creating tailored solutions that reflect clients' wishes while ensuring legal compliance.
Adam Johnson
Founder
Established Heritage Will Writing in 2006, Adam combines legal and financial expertise as a Chartered Financial Planner and STEP affiliate. He leads the company's technical direction and strategic planning.
Rebecca Norgate
Will Drafter
Bringing 12 years' legal sector experience, Rebecca specialises in will drafting and client support. She focuses on ensuring accurate documentation and clear communication of estate planning arrangements.
Questions
What services does Heritage Will Writing offer?
We specialise in will writing, probate management, lasting power of attorney, inheritance tax planning, and severance of tenancy arrangements across Hampshire and surrounding areas.
How much does a will cost?
Initial consultations are free, with service charges based on individual requirements. Detailed pricing information is available upon request.
How can I reduce inheritance tax liability?
We implement tax-efficient strategies including trust arrangements and discretionary trusts to help minimise inheritance tax exposure.
Do you offer home visits?
Yes, we provide home visits for clients in Romsey and surrounding areas who require additional support.
What is severance of tenancy?
This legal process converts joint property ownership to tenants in common, allowing greater control over asset distribution through wills.
