With over 25 years of expertise in law, financial and estate planning, our team is here to offer you friendly and professional advice. Our goal is to provide you with complete assurance and peace of mind, as you navigate the complexities of long term future planning.
Communication, fixed charges, and a free initial meeting. Our experienced team will work closely with you through bespoke services that truly reflect your wishes, and protects your loved ones’ future. Let us bring some peace of mind and even a little delight to the conversation about your legacy.
Alongside being members of the Society of will Writers (SoWW), our Founder and Managing Director, Ally llott, is an affiliate member of STEP and passed the Level 6 Advanced will writing diploma exam in 2020.
All our team in Berkshire & Kent are CILEX qualified and experienced practitioners in the field.
Heritage Estate Planning were winners of the Best Customer Service and Best Professional Services categories in the Newbury Weekly News Best in Business Awards 2026!
At the British Wills & Probate Awards 2026, Helen has been shortlisted for Estate Planning Consultant of the Year, and as a company, we’ve been shortlisted for Estate Planning Firm of the Year – Boutique. This follows our success in 2024, when Helen was awarded and we were highly commended in the same categories.
Let us take care of it, and book a free consultation with our Berkshire or Kent office.
We would love to speak to you if you have been looking for a trusted provider of wills and financial planning.
