Business Details
20 Years
experience
Expert Will Writing & Estate Planning Services in Romsey
Heritage Will Writing has served clients across Hampshire since 2006, offering professional will writing and estate planning services. Our team holds memberships with the Society of Trust and Estate Practitioners (STEP) and the Society of Will Writers (SWW), ensuring adherence to industry standards. We specialise in inheritance tax mitigation, probate administration, and long-term care planning, with a focus on client confidentiality and tailored solutions.Our consultants, including STEP-affiliated professionals, provide home visits and hospital appointments to accommodate client needs. We maintain professional indemnity insurance up to 5,000,000 and follow strict data protection protocols. Client testimonials highlight our approachable manner, transparent pricing, and ability to simplify complex legal processes. We collaborate with New Forest Wealth Management for integrated financial planning solutions.
Services
Will Writing
Probate Services
Lasting Power of Attorney
Inheritance Tax Planning
Severance of Tenancy
Details
- Year established: 2006
Highlights and features
- STEP and SWW accredited professionals with 15+ years' experience
- Transparent pricing with free initial consultations
- Client testimonials praising our approachable, professional service
- 5,000,000 professional indemnity insurance coverage
- Integrated financial planning through New Forest Wealth Management partnership
Associations and certifications
- Society of Will Writers (SWW)
- Society of Trust and Estate Practitioners (STEP)
What people say
Excellent service
Professional approach
Peace of mind
Client-centric process
Superb guidance
Services
Will Writing
Our will writing service ensures your assets are distributed according to your wishes while minimising inheritance tax liabilities. We provide clear explanations of executors' roles and asset distribution options. Clients receive tailored documentation that reflects their specific family circumstances and financial requirements.
Probate Services
We handle complex probate processes during difficult times, managing estate valuations, tax calculations, and asset distribution. Our service includes executor support and guidance through legal requirements, ensuring compliance with all regulatory obligations while maintaining client confidentiality.
Inheritance Tax Planning
Our specialists identify legitimate tax reduction strategies through strategic will structuring and trust arrangements. We explain nil rate bands, residential allowances, and exemption utilisation while considering long-term care implications and asset protection requirements.
Severance of Tenancy
We facilitate conversion from joint tenancy to tenants in common arrangements, enabling controlled property inheritance. Our service includes Land Registry notifications and mortgage lender coordination to ensure legal compliance and protection against care home fee liabilities.
Lasting Power of Attorney
We create legally binding LPA documents covering property and health decisions. Our process explains registration requirements and decision-making responsibilities while ensuring alignment with clients' personal circumstances and future care preferences.
People
Emily Bell
Consultant
STEP Affiliate with Heritage Will Writing since 2017, specialising in estate planning. Holds Advanced Certificate in Will Preparation from STEP, focusing on client guidance and documentation accuracy.
Adam Johnson
Founder
Established Heritage Will Writing in 2006. Chartered Financial Planner with STEP and SWW memberships. Combines legal expertise with financial planning knowledge to address complex estate and tax issues.
Rebecca Norgate
Will Drafter
Joined in 2021 with 12 years' legal sector experience. Focuses on will drafting and client support while expanding expertise in estate planning documentation and administrative processes.
Questions
What will writing services do you offer?
We provide comprehensive will writing services including asset distribution planning, executor appointments, and tax-efficient structuring across Hampshire and surrounding areas.
How much does a will cost?
Initial consultations are free. Charges depend on individual requirements and are discussed transparently during your appointment with no hidden fees.
Do you offer probate assistance?
Yes, we handle probate administration including estate valuation, tax calculations, and asset distribution while supporting executors through legal processes.
Can you help with inheritance tax planning?
Our specialists identify tax mitigation strategies through strategic will structuring, trust arrangements, and lifetime gifting options.
Do you provide home visits?
Yes, we offer home visits and hospital appointments for clients requiring additional accessibility across our service areas.
Are you regulated professionals?
We maintain memberships with STEP and SWW, follow FCA-regulated financial planning standards through our partnership firm, and hold £5m professional indemnity insurance.
