Business Details
20 Years
experience
Your Trusted Partner for Estate Planning & Will Writing Solutions
Heritage Will Writing operates with the highest professional standards, specialising in will writing, estate planning, and probate services. Our team combines technical expertise with a client-focused approach, offering tailored advice on inheritance tax, long-term care planning, and legal documentation. We prioritise confidentiality, secure data handling, and transparent communication, ensuring clients understand complex processes.With certifications from STEP and the Society of Will Writers, we deliver reliable solutions for estate administration. Our partnership with St. James's Place Wealth Management provides integrated financial planning support.
Services
Will Writing
Probate Services
Inheritance Tax Planning
Lasting Power of Attorney
Severance of Tenancy
Discretionary Trusts
Document Storage
Estate Administration
Long Term Care Planning
Financial Planning
Details
- Year established: 2006
Highlights and features
- We offer over 20 years of combined experience in estate planning and will writing
- Our team holds certifications from STEP and the Society of Will Writers
- We provide transparent pricing with no hidden fees
- We ensure confidentiality and secure data handling for all client documents
- We partner with St. James's Place Wealth Management for comprehensive financial planning
Associations and certifications
- Society of Will Writers (SWW)
- Society of Trust and Estate Practitioners (STEP)
What people say
Excellent service
Professional and friendly
Peace of mind
Efficient and professional
Highly recommend
Services
Will Writing
Our will writing service ensures your assets are distributed according to your wishes while minimising inheritance tax liabilities. We guide clients through executor appointments, trust creation, and special provisions for dependants. With STEP-certified advisors, we provide legally sound documentation tailored to individual family dynamics and financial circumstances.
Probate Services
We manage complex probate processes during difficult times, handling asset valuation, debt settlement, and tax calculations. Our team liaises with executors to ensure smooth estate distribution while complying with legal requirements. We provide clear timelines and cost estimates to simplify what can be an overwhelming process for beneficiaries.
Inheritance Tax Planning
Our tax planning identifies legitimate exemptions and reliefs to reduce inheritance tax liabilities. We recommend strategies like discretionary trusts and charitable donations while considering residential nil rate bands. Clients receive detailed assessments of their current liabilities and actionable recommendations to protect their estate's value.
Lasting Power of Attorney
We help clients establish LPAs for health, welfare, and property decisions, ensuring trusted representatives can act on their behalf if mental capacity is lost. Our process includes registration guidance and explanations of attorneys' legal responsibilities, providing peace of mind for future care arrangements.
Severance of Tenancy
We facilitate severance of joint tenancy to protect property shares in wills. This service includes Land Registry notifications and trust creation advice to prevent forced sales for care home fees. Clients receive clear explanations of tax implications and inheritance benefits when converting to tenants-in-common arrangements.
People
Emily Bell
Consultant
Emily has over 7 years' experience in estate planning, holding STEP and Society of Will Writers certifications. She specialises in client consultations and document preparation, focusing on clear communication of complex legal concepts to ensure clients understand their options.
Adam Johnson
Founder
Adam established Heritage Will Writing in 2006 after financial services experience. A Chartered Financial Planner with STEP certifications, he specialises in technical estate planning and tax strategies. He combines legal expertise with wealth management insights to develop comprehensive client solutions.
Rebecca Norgate
Will Drafter
Rebecca brings 12 years' legal administration experience to will drafting and client support. She focuses on document accuracy and marketing initiatives, applying her organisational skills to ensure efficient service delivery while maintaining approachable client interactions.
Questions
How much does a will cost?
Initial consultations are free. Costs depend on complexity, with transparent pricing provided during your appointment. We offer a schedule of charges outlining typical fees for standard wills and additional services.
What happens if I don't have a will?
Your estate will be distributed according to intestacy laws, potentially excluding non-spouse partners or stepchildren. This can lead to family disputes and higher inheritance tax liabilities without your specific instructions.
How does probate work?
Probate validates your will and authorises executors to manage your estate. We guide representatives through asset collection, debt settlement, tax payments, and distribution according to your wishes.
Can I reduce inheritance tax?
Yes, through strategies like trusts, charitable donations, and business property relief. We assess your situation and recommend legal methods to maximise tax-free transfers to beneficiaries.
What is a lasting power of attorney?
An LPA lets you appoint decision-makers for health, welfare, or financial matters if you lose mental capacity. We help create and register these documents to ensure your preferences are followed.
Do I need to update my will?
Review your will every 3-5 years or after major life events like marriage, divorce, or childbirth. We offer free reviews to ensure your document remains current with your circumstances and laws.
