Heritage Will Writing

Heritage Will Writing Heritage Will Writing offers a friendly personal advice service on all matters relating to will writ

Heritage Will Writing offers a professional service in all matters relating to estate planning including will writing, inheritance tax advice and planning. Document storage and general financial advice can also be provided. We take pride in our ability to offer our clients an excellent level of service that is tailored to their individual needs.

Have you thought about your funeral wishes?While your Will can include your funeral preferences, it's also important to ...
14/07/2026

Have you thought about your funeral wishes?

While your Will can include your funeral preferences, it's also important to share your wishes with your loved ones, as your Will may not be read until after the funeral arrangements have been made.

You can record requests such as whether you would prefer burial or cremation, the type of service you would like, your choice of music or readings, and any personal touches that reflect your life and values.

Taking the time to communicate your wishes can make a difficult time a little easier for those you leave behind.

Have you thought about who would care for your pets if something happened to you?For many of us, pets are part of the fa...
12/07/2026

Have you thought about who would care for your pets if something happened to you?

For many of us, pets are part of the family. While you can't leave money directly to a pet, you can include provisions in your Will to appoint someone you trust to care for them and leave funds to help with their ongoing care.

Planning ahead can give you peace of mind, knowing your furry companions will be loved and looked after in the future 🐾

A Will is more than just a way to protect the people you love—it is also an opportunity to support the causes that matte...
10/07/2026

A Will is more than just a way to protect the people you love—it is also an opportunity to support the causes that matter most to you.

By leaving a gift to charity in your Will, you can create a lasting legacy and help make a difference for years to come. Whether it's a fixed amount, a percentage of your estate, or a specific item, every gift can have a meaningful impact. 🎁

What could new rights for unmarried couples mean for your money?
08/07/2026

What could new rights for unmarried couples mean for your money?

Co-habiting couples in England and Wales could be given more protections if they break up under new government proposals.

❓Did you know❓
05/07/2026

❓Did you know❓

A trustee is a person or organisation that is legally responsible for managing assets held in a trust for the benefit of...
02/07/2026

A trustee is a person or organisation that is legally responsible for managing assets held in a trust for the benefit of the beneficiaries.

Trustees do not own the assets for their own benefit. Instead, they must manage them according to the terms of the trust and act in the beneficiaries’ best interests.

A Trust is a financial arrangement under which property or money is held by named people or organisations on behalf of s...
30/06/2026

A Trust is a financial arrangement under which property or money is held by named people or organisations on behalf of someone else.

It is always a good idea to make sure you have more than one Trustee ✔️
28/06/2026

It is always a good idea to make sure you have more than one Trustee ✔️

A guardianship appointment is a provision in a will where a parent or legal guardian names a person to take care of thei...
26/06/2026

A guardianship appointment is a provision in a will where a parent or legal guardian names a person to take care of their child if the parent dies before the child reaches adulthood.

The LPA process is far more complex than the previous EPA regime, and now requires signatures from you as the donor, you...
23/06/2026

The LPA process is far more complex than the previous EPA regime, and now requires signatures from you as the donor, your attorneys to accept their responsibility, and witnesses.

You will also need a certificate provider to attest that, in their professional opinion, you understand what powers you're granting to your attorneys.

Address

Unit 3, Shelley Lane, Ower
Romsey
SO516AS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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