Heritage Estate Planning

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Heritage Estate Planning Professional, affordable will writing for clients in their own home.

Did you know there are several ways to gift money or assets without them being subject to Inheritance Tax? Here are the ...
17/10/2026

Did you know there are several ways to gift money or assets without them being subject to Inheritance Tax? Here are the key gifting allowances you should be aware of ➡️

Save this post for future reference and get in touch with Heritage Estate Planning if you have any questions!

📞 01635 292356
📧 [email protected]

Thinking about making a will or reviewing an existing one? 💛Putting your wishes into writing can help provide clarity fo...
15/10/2026

Thinking about making a will or reviewing an existing one? 💛

Putting your wishes into writing can help provide clarity for the future and make sure your intentions are understood.

At Heritage Estate Planning, we’re here to make the process straightforward and help you put the right provisions in place.

Book your free consultation to discuss your will and take the first step towards getting your affairs in order.

📞 01635 292356
📧 [email protected]

We’d love to hear from you!

13/10/2026

A personal message from Ally this morning.

09/10/2026

We asked our founder, Ally, what the most rewarding part of her work is.

For Ally, it’s seeing the relief people feel when they finally have their affairs in order.

Our work is not just about the documents. We listen, understand what matters to each family and make the process feel clear and straightforward for our clients. ❤️

Watch this video to hear about a recent client experience that reminded Ally of exactly why she loves what she does.

A proud moment for Heritage Estate Planning 🎉We’re celebrating our founder Ally, who has been officially invited to join...
07/10/2026

A proud moment for Heritage Estate Planning 🎉

We’re celebrating our founder Ally, who has been officially invited to join The Society of Will Writers SWW Professional Standards Board.

A brilliant recognition of Ally’s knowledge, experience and commitment to maintaining high professional standards within the will-writing industry.

Congratulations Ally! 👏🏻

While life insurance can form part of your estate planning, it doesn’t replace the need to make provisions for your othe...
03/10/2026

While life insurance can form part of your estate planning, it doesn’t replace the need to make provisions for your other assets and clearly set out your wishes for when the time comes.

If you’re unsure whether your current arrangements reflect your wishes, please don’t hesitate to get in touch for a consultation with a member of our team.

30/09/2026

We can’t always know what the future holds, but we can make provisions for the people that matter most. ❤️

Putting your wishes in place now can give you and your loved ones greater clarity for the future. If you haven’t made any plans for the future yet, we’re here to help.

Get in touch with Heritage Estate Planning to start the conversation.

📞 01635 292356
📧 [email protected]

Estate planning can feel overwhelming, but you don’t have to navigate it alone.Whether you're thinking about your Will, ...
25/09/2026

Estate planning can feel overwhelming, but you don’t have to navigate it alone.

Whether you're thinking about your Will, protecting your loved ones or are simply just unsure where to start, we're here to make the process clear and straightforward.

📞 Get in touch with Heritage Estate Planning to book your free consultation today.

23/09/2026

Estate planning gives you the opportunity to put your wishes in place and make sure they’re clear for the future.

Taking the time to plan ahead can provide reassurance for you and the people you love.

👉 Get in touch to discuss your estate planning options.

If you’re named as an Executor, knowing what happens next can make an already difficult time feel a little more manageab...
19/09/2026

If you’re named as an Executor, knowing what happens next can make an already difficult time feel a little more manageable.

From registering the death and arranging the funeral to dealing with the estate, there are a number of important steps to work through.

We’ve summarised the key stages in this carousel. Alternatively, you can take a look at our full Executor Guide using the link below for a more detailed step-by-step reference.

If you need support understanding your responsibilities as an Executor, please don’t hesitate to get in touch so we can help!

🔗 Read the full Executor Guide here:https://heritageestateplanning.co.uk/wp-content/uploads/2025/12/Executor-Guide-Heritage.pdf

Address

Suite 47 Venture West, Greenham Business Park
Newbury
RG196HX

Telephone

+441635292356

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