Welcome to Heritage. We are dedicated exclusively to estate planning, where clarity, professionalism, and long-term protection are at the centre of everything we do. We specialise in Wills, legacy planning, and protection trusts, helping individuals and families ensure that what they have worked hard to build is preserved and passed on in accordance with their wishes.

Estate planning is often misunderstood as a task that can be completed once and then forgotten. In reality, it is an ongoing responsibility that should evolve alongside your life. Family structures change, assets increase or move, personal priorities shift, and inheritance laws develop over time. A Will or trust that once felt entirely appropriate can quietly become outdated without you realising it, potentially exposing your estate and your loved ones to unnecessary risk.

Our role is to remove that uncertainty. Whether you already have a Will you’d like reviewed or you are starting from the beginning, we guide you through the process carefully and transparently. We begin every client relationship with a free, confidential introductory meeting, designed to explain your current position and options clearly, without pressure or commitment. It’s your opportunity to ask questions, explore possibilities, and decide how you wish to proceed with confidence.

We place a strong emphasis on service and accessibility. Estate planning is not simply about producing documents; it is about providing ongoing support as life changes. We encourage our clients to remain in contact and to review their arrangements periodically, particularly when significant events occur such as marriage, separation, the purchase or sale of property, or changes in financial circumstances. Even a short annual review can make a meaningful difference to the effectiveness of your planning.

For your comfort and convenience, we offer an advisory service at your home, in a setting that suits you at no additional cost. Many clients prefer discussing personal and financial matters in a familiar setting, where decisions can be made calmly and without distraction.

We will help you to achieve lasting clarity and peace of mind. We believe that good estate planning should provide reassurance rather than anxiety, and certainty rather than doubt. By combining professional expertise with a personal approach, we help ensure that your wishes are respected and your legacy is protected.

If you would like to take control of your estate planning and ensure your arrangements are truly fit for purpose, we invite you to arrange your free initial consultation and begin that process with confidence.