Peace of mind that you have planned for the future
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.
Compare Heritage Estate Planning with 3 companies in Legal-Services
| Comparison Field |
Heritage Estate PlanningMain Company |
Co-op Legal ServicesView Profile |
Strategic Asset Prot...View Profile |
ELM Legal Services L...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2006 | 2016 | 2000 |
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Company Size
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— | 501-1,000 | 2-10 | 11-50 |
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City
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Newbury, Berkshire | Chippenham, Wiltshire | Bristol, Avon | |
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Country
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United Kingdom | United Kingdom | United Kingdom | |
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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
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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
|
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