Heritage Will Writing

17/10/2026

✨ C L I E N T T E S T I M O N I A L ✨

16/10/2026

Did you know......

In 1862, British man Henry Bud left £200,000 to his sons on the strict condition that neither of them ever grow a mustache; if one did, the other would inherit the entire fortune!

15/10/2026

A little planning today can make a real difference for the people you love ❤️

Come along to our free estate planning seminar in Romsey. We will talk through Wills, Lasting Powers of Attorney and other practical ways to help protect your family and your wishes.

📍 Abbotswood Community Centre, Romsey
📅 Friday 13 November 2026
🕙 10:00 – 12:00

Presented by Adam Johnson, Chartered Financial Planner. Free to attend, and refreshments are provided.

Places are limited—book yours via the link below:

https://www.eventbrite.co.uk/e/1994800531087?aff=oddtdtcreator

14/10/2026

An executor is the person named in a will to handle the estate after someone dies. They usually arrange the funeral, gather the person’s assets, pay debts and taxes, and distribute what remains to the beneficiaries.

13/10/2026

A proud moment for Heritage Will Writing! 🎤 Our very own Adam Johnson spoke at the Society of Will Writers’ 30th annual conference, sharing insights on pensions and Inheritance Tax.

The conference brought together professionals from across the estate planning sector for two days of learning, discussion and collaboration. Thank you to the The Society of Will Writers for a fantastic event.

Read the conference highlights: https://www.willwriters.com/blog/sww-conference-2026-celebrating-30-years/

The Society of Will Writers (SWW) Annual Conference 2026 brought together members, partners and professionals from across the estate planning and private client sectors for two days of learning, discussion and networking.

09/10/2026

An estate is the property and assets a person owns. In legal and financial contexts, it usually means everything they leave behind when they die - such as a home, savings, investments, and personal belongings, after debts and expenses are taken into account.

08/10/2026

✨ Following the success of our recent seminar in Wellow, we are pleased to be bringing our free estate planning seminar to Romsey ✨

Join Heritage Will Writing for a free estate planning seminar in Romsey. Adam Johnson, Chartered Financial Planner, will share clear, practical guidance on why a valid Will matters, Lasting Powers of Attorney, inheritance tax and common planning mistakes.

📅 Friday 13 November 2026
🕙 10:00 - 12:00
📍 Abbotswood Community Centre, Romsey

The seminar is free, with refreshments provided. Places are limited, so book your free place today via the link below:

https://www.eventbrite.co.uk/e/1994800531087?aff=oddtdtcreator

30/09/2026

A big thank you to everyone who joined us for today’s Estate Planning Seminar at Wellow Village Hall.

It was great to see so many people taking the time to learn more about wills, lasting powers of attorney and the importance of planning for the future.

We hope you found the seminar helpful and informative. Your interest and support mean a great deal to us, and we were delighted to welcome both familiar faces and new attendees.

Thank you for making the event such a success! 🌿

29/09/2026

It may be possible, but do not assume it will continue as normal.

Each bank has its own policies. Once told that one account holder has lost capacity, a bank may restrict the account or require further arrangements to protect that person’s money.

A joint account is not a substitute for a Lasting Power of Attorney (LPA). An LPA can give a trusted person clear legal authority to deal with financial decisions if capacity is lost.

Planning ahead can help avoid uncertainty at a difficult time.

27/09/2026

A Lasting Power of Attorney should be registered with the Office of the Public Guardian as soon as it has been completed.

It cannot be used until registration is complete — and the process can take several weeks.

Registering early means it is ready if it is ever needed, whether because of illness, injury or a change in circumstances.

You do not need to wait until someone loses mental capacity. In fact, planning ahead while you can make your own decisions is the best time to put an LPA in place.