Heritage Estate Planning

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

02/09/2026

If you are a business owner, HR manager or involved with a local community group - I’d love to come and de-mystify wills and Lasting Powers of Attorney. I have been presenting at groups over the last 12 months and can put a bespoke presentation together for your particular organisation.

Please get in touch to find out more.

Tel 01635 292356
Email [email protected]

02/09/2026

Thinking ahead can help you maintain control & dignity, understand what your options are and ensure that your wishes are considered if your circumstances change.

Want to plan ahead? Get in touch with a member of our team to discuss your circumstances.

📞 01635 292356
📧 [email protected]

Wishing our lovely Office Manager Jemma Marie a very Happy Birthday! We hope you have a lovely day celebrating 🍾
30/08/2026

Wishing our lovely Office Manager Jemma Marie a very Happy Birthday! We hope you have a lovely day celebrating 🍾

As digital assets become an increasingly important part of our wealth, it is essential to make sure they’re properly acc...
27/08/2026

As digital assets become an increasingly important part of our wealth, it is essential to make sure they’re properly accounted for in your estate planning.

Have a swipe through this post to learn more about including cryptocurrency in your Will.

At Heritage Estate Planning, we can help you safeguard your digital wealth through expert will writing and estate planning advice. We offer a free consultation appointment and would be happy to discuss any questions or concerns you have around digital currency.

Get in touch to book your free consultation today!
📞 01635 292356
📧 [email protected]

We're delighted and incredibly proud to share that Heritage Estate Planning has been shortlisted for two prestigious Bri...
24/08/2026

We're delighted and incredibly proud to share that Heritage Estate Planning has been shortlisted for two prestigious British Wills and Probate Awards 2026! 🏆

✨ Estate Planning Consultant of the Year - Helen Davies - Estate Planning Consultant
✨ Best Estate Planning Firm (Boutique) - Heritage Estate Planning

These nominations are a reflection of the dedication, professionalism, and passion of our entire team. Everything we do is centred around our clients, ensuring they receive the highest level of service, guidance, and support when planning for the future.

We are especially proud to see Helen's hard work and commitment recognised again, and thrilled that our firm has been acknowledged alongside so many outstanding businesses in the industry.

Thank you to our wonderful clients for your continued trust and support. These achievements would not be possible without you and thank you to Today's Wills & Probate and Today's Media for organising the awards and to our category sponsors ZEDRA Group and The Society of Will Writers.

We are looking forward to attending the awards ceremony in October and celebrating with fellow professionals from across the sector.

Congratulations and the very best of luck to all the other finalists! 🎉

21/08/2026

Here’s your reminder that you don’t need to have all the answers before making a will.

Whether it’s deciding who should look after your children or making plans for your estate, making a decision will always be better than leaving it to chance.

We are here to support you and help you put your wishes in place to give you and your loved ones peace of mind.

If you’ve been putting it off, perhaps it’s time to start the conversation. Get in touch to speak with a member of our friendly team today.

07/08/2026

The future is uncertain, but your wishes don’t have to be.

Taking the time to put the right plans in place can help ensure your wishes are respected and the people who matter most are protected.

Get in touch to discuss your estate planning options.

A Letter of Wishes can be a valuable addition to your estate plan.Although it isn't legally binding, it helps communicat...
30/07/2026

A Letter of Wishes can be a valuable addition to your estate plan.

Although it isn't legally binding, it helps communicate your preferences and provides guidance to your Executors when they need it most.

📁 Save this post to learn more about estate planning, or get in touch if you'd like to discuss your options.

24/07/2026

A gift can be one of the most meaningful parts of your estate plan. But it's important to ensure your wishes are carried out in the way you intend.

Taking the time to understand the different gifting options available can help you plan for the future with confidence, giving you and your loved ones greater peace of mind.

Get in touch to discuss the estate planning options that are right for you.

Address

Suite 47 Venture West, Greenham Business Park
Newbury
RG196HX

Telephone

+441635292356

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