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Heritage Will Writing

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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.

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.

25/09/2026

An EPA is an older legal document that allowed someone you trust to make decisions about your property and financial affairs.

You can no longer make a new EPA in England and Wales — they were replaced by Lasting Powers of Attorney (LPAs) in 2007.

However, an EPA made and signed before 1 October 2007 may still be valid. If the person who made it starts to lose mental capacity, it must be registered with the Office of the Public Guardian before it can continue to be used.

For new arrangements, an LPA is now the appropriate option.

23/09/2026

If something happened to you, would the people closest to you know what you wanted? 💙

It can be difficult to think about, but making plans now can bring real peace of mind.

Join Heritage Will Writing for a FREE Estate Planning Seminar, where we’ll discuss Wills, Lasting Powers of Attorney, protecting your home and inheritance tax in clear, everyday language.

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

Free refreshments. No hard sell. No obligation.

Places are limited—book through the link in this post https://www.eventbrite.co.uk/e/1994800118854?aff=oddtdtcreator

22/09/2026

✨ C L I E N T T E S T I M O N I A L ✨

20/09/2026

In the context of a Lasting Power of Attorney (LPA), an attorney is the person you choose to make decisions for you.

They may help with your property and finances, or with your health and welfare — depending on the type of LPA you make.

An attorney must act in your best interests and follow the principles of the Mental Capacity Act.

Choosing someone you trust is an important part of planning ahead.

18/09/2026

The Court of Protection is a specialist court in England and Wales. It makes decisions for 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.

Address

Unit 3, Shelley Lane, Ower
Romsey
SO516AS

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.heritagewillwriting.co.uk/

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