Heritage Estate Planning

Heritage Estate Planning

Legal-Services

Newbury, Berkshire
United Kingdom
Company Tagline

Peace of mind that you have planned for the future

Industry Category
Legal-Services
Company Description

Heritage Estate Planning is a distinguished legal services firm based in Newbury, Berkshire, dedicated to providing peace of mind through comprehensive will and estate planning solutions. Recognized as the Best Business in West Berkshire for 2023/24, Heritage Estate Planning offers a multi-award-winning service tailored to Financial Advisers, Mortgage Brokers, and Accountants seeking a trusted referral partner. Operating throughout England and Wales, Heritage Estate Planning ensures that clients receive expert guidance from fully trained and highly skilled Consultants.

Located at Commercial House, 53B Kingsbridge Road, Newbury, Berkshire RG14 6DY, GB, Heritage Estate Planning specializes in a range of essential services, including professional executors, business lasting power of attorney, will trusts, and lifetime trusts. The firm's commitment to excellence is reflected in its partnerships with Mortgage Brokers and IFAs, providing integrated solutions that address the diverse needs of their clients. Heritage Estate Planning also offers will checking services, will storage, funeral plans, and probate assistance, ensuring that every aspect of estate planning is managed with expertise and care.

Heritage Estate Planning is dedicated to providing professional and reliable services, ensuring a secure future for its clients. We invite the manager of Heritage Estate Planning to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence and connect with a wider audience.

Heritage Estate Planning est un cabinet de services juridiques distingué basé à Newbury, Berkshire, dédié à offrir la tranquillité d'esprit grâce à des solutions complètes de planification successorale et testamentaire. Reconnu comme la meilleure entreprise du West Berkshire pour 2023/24, Heritage Estate Planning offre un service primé à plusieurs reprises, conçu pour les conseillers financiers, les courtiers en prêts hypothécaires et les comptables à la recherche d'un partenaire de référence de confiance. Opérant dans toute l'Angleterre et le Pays de Galles, Heritage Estate Planning veille à ce que les clients reçoivent les conseils d'experts de consultants pleinement formés et hautement qualifiés.

Situé à Commercial House, 53B Kingsbridge Road, Newbury, Berkshire RG14 6DY, GB, Heritage Estate Planning se spécialise dans une gamme de services essentiels, y compris les exécuteurs testamentaires professionnels, la procuration commerciale durable, les fiducies testamentaires et les fiducies viagères. L'engagement de l'entreprise envers l'excellence se reflète dans ses partenariats avec des courtiers en prêts hypothécaires et des conseillers financiers indépendants (IFA), offrant des solutions intégrées qui répondent aux divers besoins de leurs clients. Heritage Estate Planning propose également des services de vérification de testaments, de stockage de testaments, de plans funéraires et d'assistance en matière d'homologation, garantissant que chaque aspect de la planification successorale est géré avec expertise et soin.

Heritage Estate Planning se consacre à fournir des services professionnels et fiables, assurant un avenir sûr à ses clients. Nous invitons le gestionnaire de Heritage Estate Planning à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché et de vous connecter avec un public plus large.

Key Personnel / Employees
Helen Davies Nickie Morris Jo Livings

Compare Companies Side by Side

Compare Heritage Estate Planning with 3 companies in Legal-Services

4 Companies
Comparison Field
Heritage Estate Planning
Heritage Estate Planning
Main Company
Co-op Legal Services
Co-op Legal Services
View Profile
Strategic Asset Protection Ltd
Strategic Asset Prot...
View Profile
ELM Legal Services Ltd
ELM Legal Services L...
View Profile
Founded Year
2006 2016 2000
Company Size
501-1,000 2-10 11-50
City
Newbury, Berkshire Chippenham, Wiltshire Bristol, Avon
Country
United Kingdom United Kingdom United Kingdom
Skills & Keywords Comparing with main company
19 Total Skills
Estate Planning Will Services Legal Services Probate Lasting Power of Attorney Financial Advisers Mortgage Brokers Professional Executors Business Lasting Power of Attorney Partnerships with Mortgage Brokers IPW STEP wills Will Trusts Partnerships with IFAs Funeral Plans Will checking service Lifetime Trusts Will storage
4 Total 4 Unique
Unique Skills:
Family Law Medical Negligence Personal Injury Will Writing
26 Total 26 Unique
Unique Skills:
Agricultural Planning Asset protection Business Planning Buy to let property Strategies Care Planning Complex estates +20
7 Total 1 Common 6 Unique
Match 5%
Common Skills:
Estate Planning
Unique Skills:
Estate Management Family & Property Trusts Lasting Powers of Attorney Online Wills Webcam Wills Will Writing
4
Total Companies
2000
Oldest Founded
1
Countries
53
Unique Skills

Similar Companies

Other organizations in the same industry

JusticeNet SA
Legal-Services

Connecting social need to legal skill

ADELAIDE, SA
Australia
Alix Avocats
Legal-Services

Cabinet d'avocats fondé par Maîtres Lucie MARCHIX et Eva DUBOIS

Rennes, Bretagne
France
Hearthstone Legal
Legal-Services

Your team of specialist building and construction lawyers. We provide services to Builders and Owner...

Deception Bay, Queen...
Member of National Alliance Certified Legal Nurses
Legal-Services

Alternative Company Names

This company is also known as

Heritage Estate Planning 遗产规划 विरासत एस्टेट योजना Planificación Patrimonial Heritage تخطيط التركات التراثية Planification successorale Heritage Наследственное планирование недвижимости Planejamento Patrimonial Heritage