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.

When was the last time you reviewed your Will - or thought about who could make decisions for you if you were unable to?...
02/09/2026

When was the last time you reviewed your Will - or thought about who could make decisions for you if you were unable to? 💙

Our free Estate Planning Seminar is a chance to get clear, friendly guidance and ask the questions you may have been putting off.

Join Chartered Financial Planner Adam Johnson at Wellow Village Hall to learn more about Wills, Lasting Powers of Attorney, protecting your home and planning for the future.

📅 Wednesday 30 September 2026
🕙 10:00–12:00
📍 Wellow Village Hall
☕ Free refreshments | No obligation

Places are limited, so book your free place through the link below:

https://www.eventbrite.co.uk/e/1994800118854?aff=oddtdtcreator

The Court of Protection is a specialist court in England and Wales. It helps protect people who cannot make certain deci...
01/09/2026

The Court of Protection is a specialist court in England and Wales. It helps protect people who cannot make certain decisions for themselves because they lack mental capacity at that time.

It can make decisions about health and welfare, property and finances, appoint deputies, and deal with matters involving Powers of Attorney.

Its central aim is to ensure decisions are made in the person’s best interests while respecting their rights, wishes and independence wherever possible.

The Court of Protection makes decisions for people who are unable to make a specific decision for themselves at the time...
30/08/2026

The Court of Protection makes decisions for people who are unable to make a specific decision for themselves at the time it needs to be made.

Its responsibilities include:

⚖️ Deciding whether someone has mental capacity for a particular decision
⚖️ Appointing deputies to make ongoing financial or welfare decisions
⚖️ Authorising one-off decisions when needed• Dealing with urgent or emergency applications
⚖️ Considering issues involving Lasting or Enduring Powers of Attorney
⚖️ Making decisions about statutory wills, gifts and deprivation of liberty

Every decision must focus on the person’s rights, wishes and best interests.

For guidance tailored to your circumstances, it is important to seek appropriate professional advice.

Yes. You can cancel a registered Lasting Power of Attorney (LPA) at any time, provided you still have the mental capacit...
28/08/2026

Yes. You can cancel a registered Lasting Power of Attorney (LPA) at any time, provided you still have the mental capacity to make that decision.

You will need to complete a formal document called a deed of revocation and send it, together with the original LPA, to the Office of the Public Guardian. You should also tell your attorney or attorneys that the LPA has been cancelled.

If you only want to remove one attorney, rather than end the whole LPA, this may also be possible.

It is worth reviewing your LPA if your circumstances or relationships change, or if the person you appointed is no longer the right choice.

Would your loved ones know your wishes if you were no longer able to make decisions yourself?It is an important question...
27/08/2026

Would your loved ones know your wishes if you were no longer able to make decisions yourself?

It is an important question - and one our free Estate Planning Seminar can help you answer.

Come along for clear, practical guidance on the steps you can take to protect your family, your home and your legacy.

📅 Wednesday 30 September
🕙 10:00–12:00
📍 Wellow Village Hall

No hard sell. No obligation. Just helpful information, free refreshments and time to ask questions.

Book your free place via the link below:

https://www.eventbrite.co.uk/e/1994800118854?aff=oddtdtcreator

A trustee should be someone you trust to manage assets responsibly and make decisions in the best interests of the benef...
25/08/2026

A trustee should be someone you trust to manage assets responsibly and make decisions in the best interests of the beneficiaries.

They should be:

🍃 Reliable, organised and financially sensible
🍃 Willing to take on the role
🍃 Able to act fairly and independently
🍃 Comfortable dealing with paperwork and important decisions
🍃 Likely to be available when needed

You may choose a family member or friend, a professional such as a solicitor, or a combination of both. Appointing more than one trustee can provide helpful checks and balances.

The right choice will depend on the type of trust, the assets involved and the needs of the beneficiaries.

Choosing guardians is one of the most important decisions you can make in your will. They would take responsibility for ...
23/08/2026

Choosing guardians is one of the most important decisions you can make in your will. They would take responsibility for your children if both parents died before they reached adulthood.

Consider:

🌸 Whether they share your values and approach to parenting
🌸 Their relationship with your children
🌸 Their age, health and family circumstances
🌸 Where they live and whether a move would be needed
🌸 Whether they are willing and able to take on the role
🌸 How the financial cost of raising your children would be met

Talk to the people you have in mind before naming them. Review your will regularly too, as relationships and circumstances can change over time.

Professional advice can help make sure your wishes are clearly recorded.

✨ C L I E N T T E S T I M O N I A L ✨
21/08/2026

✨ C L I E N T T E S T I M O N I A L ✨

It is easy to put estate planning off for another day - but a little time spent planning now can bring great peace of mi...
19/08/2026

It is easy to put estate planning off for another day - but a little time spent planning now can bring great peace of mind later.

Join us for a free, relaxed seminar in Wellow, where we will discuss Wills, protecting your home, inheritance tax and Lasting Powers of Attorney.

Presented by Adam Johnson, Chartered Financial Planner.

📍 Wellow Village Hall
📅 Wednesday 30 September 2026
🕙 10:00–12:00

Free to attend and free parking, with refreshments provided. Please book your place using the link below:

https://www.eventbrite.co.uk/e/1994800118854?aff=oddtdtcreator

A trustee is a person or organisation appointed to look after money, property or other assets held in a trust.Their role...
18/08/2026

A trustee is a person or organisation appointed to look after money, property or other assets held in a trust.

Their role is to manage those assets responsibly and follow the instructions set out in the trust. This may include investing money, paying bills, distributing funds to beneficiaries, and keeping accurate records.

A trustee must always act in the best interests of the beneficiaries - not for their own benefit.

Choosing the right trustee is an important decision. They should be trustworthy, organised, willing to take on the responsibility and able to make fair decisions.

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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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