Heritage Estate Planning are proud Soup Dragons!
We’re very excited to announce that we are proud Soup Dragons, monthly sponsors of the Newbury Soup Kitchen. Newbury Soup Kitchen are doing some very important work for the local area and our community, by providing: “A comprehensive hot meal provision, a friendly face and welcome opportunity to sit, chat, offload and feel safe. A […]
Why Do You Need Power of Attorney?
How much have you thought about getting a Lasting Power of Attorney (LPA), if at all? This September 21st marks World Alzheimer’s Day. Here at Heritage Estate Planning, we want to draw some of the conversation towards the importance of a lasting power of attorney. Additionally, with the 2024 campaign for World Alzheimer’s Day being […]
Considering Making a Gift? Here Are Your Gift Options
Gift options So, you’ve decided that you would like to make a gift to someone. You may be unsure of the best way of doing this, and what your gift options are. We have put together some pointers for you below and in our recent video. An absolute lifetime gift If the item you want […]
Why Do I Need to Make a Will?
Why should you make a will? Firstly, everyone over the age of 18 has a Will! One where you decide how you would like to leave your estate and one where the Court decides (known as dying Intestate). Now, I know which one I would rather have – what about you? An objection we hear […]
Cryptocurrency Within Your Will
There have been an increasing number of clients we have seen who hold cyptoassets or cryptocurrency. This has led us to look into how these assets should be documented and dealt with whilst making a will. Due to the intangible nature of cryptocurrency, it would be incredibly easy for it to become inaccessible for the […]
A Brief Guide to Dealing With the Loss of a Family Member
Dealing with the loss of a family member or somebody close is unimaginable. Even when that loss is expected, nothing quite prepares you for the finality of it. At a time when you are coming to terms with your loss, or being a support to others, there are the practicalities to deal with. Registering the […]
Is Your Will Definitely Valid? A Guide To Will Vailidity
Now, you have gone through the process of having your wishes created into a legally binding document – but is it valid? Today we are going to be running through our guide to Will validity, to protect your future in the long run. Drafting a Will is merely the first step. The most important part […]
Planning For Your Children’s Future: Who Will Look After Your Children If You Cannot
Who will look after your children if you are not around to do so? How are you planning for your children’s future? Consider the following: Do you have “parental” responsibility for anyone under the age of 18? Have you been named as a Guardian in someone else’s Will? If you answered Yes, to either/both of […]
