Heritage Will Writing is a Southampton-based firm specializing in comprehensive estate planning and will writing services across Hampshire. It stands out for its friendly, personal advice and commitment to ensuring clients’ estates are managed so that “the right money goes to the right people at the right time.”
The firm takes pride in offering tailored, transparent services focused on minimizing inheritance tax liabilities and protecting assets from long-term care costs. It serves individuals and families seeking professional guidance on estate planning, probate, and financial preparation, with an emphasis on clarity and client-centered support.
Services Offered
- Will Writing
- Estate Planning
- Inheritance Tax Advice
- Lasting Power of Attorney (LPA)
- Probate Services
- Setting Up Trusts
- Severance of Tenancy
- Document Storage
- Long Term Care Planning
- Introductions to Financial Planning (via New Forest Wealth Management Ltd)
- Financial Advice (mortgage, investment, and pension reviews)
- Seminars on Estate Planning Topics
Heritage Will Writing serves clients throughout Hampshire and operates in accordance with the Society of Will Writers (SWW) and Society of Trust and Estate Practitioners (STEP) codes of conduct, ensuring professional and ethical standards.
