Heritage Estate Planning

Heritage Estate Planning
Heritage Estate Planning

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Suite 47, Venture West, Greenham Business Park, Thatcham RG19 6HX, UK

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5
205 reviews
  • Julie Brown

    Our needs were understood and effectively met. We were treated with respected. Everything was explained to us very clearly. Nothing was too much trouble.
    They went the extra mile to meet our requirements.
    The team are very knowledgeable.
    This is an excellent and professional service.

  • Phil Davies

    We had clear, thoughtful advice provided by Ally at Heritage Estate Planning, clarifying trust matters within my parent’s wills and then creating new wills for my family. The process was straightforward and gave us the confidence to make the right decisions now and the peace of mind that in the future our family will be in the best possible financial situation. Thanks!

  • Graham Sellwood

    We can honestly say it was the easiest thing we’ve done in a long while, once we’d made the decision to prepare our Wills, Ally was so helpful, patient , informative and efficient. We are so pleased its finally done. We can now get on with living our lives and know that our wishes are recorded. Also very reasonably priced.
    I would thoroughly recommend Heritage Estate Planning to anyone considering making or changing a Wil / Power or Attorney or Tenancy Changes.

    Angela & Graham Sellwood.

  • Lynne Perry

    I have used Heritage estate planning both to do my mothers LPA’s and now together with my partner our Wills. I wouldn’t hesitate to recommend Ally and her team. The service we received was professional, quick, empathetic and very thorough. I felt Ally listened to our wishes and that all relevant issues concerning our wills were discussed and resolved. Great service.

  • Jan Spires

    We cannot recommend Heritage highly enough!
    We have just used Heritage Estate Planning to write both our Wills and LPA’s. The service and guidance we have received has been outstanding.
    Ally assisted and guided us through every step of the process. Meetings were scheduled at times which worked for us and follow-up communications were clear and easy to understand.
    Our thanks to Everyone at Heritage Estate Planning!

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