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 a Power of Attorney?
How much have you thought about setting up a Lasting Power of Attorney (LPA), if at all? This World Alzheimer’s Day (21st September), we want to highlight the importance of taking proactive steps to protect yourself and your loved ones. The 2024 campaign, “Time to act on dementia, Time to act on Alzheimer’s,” reminds us […]
Considering Making a Gift? Here Are Your Gift Options
Thinking about making a gift to a loved one, but not sure where to start? Whether you want to help a family member financially, give away a treasured item, or plan gifts as part of your estate, it’s important to understand the different ways to do it, and the potential tax implications. Here, the team […]
Why Do I Need to Make a Will?
Why should you make a will? Put simply: everyone over the age of 18 already has one. Either you write your own will and decide what happens to your estate, or the Court decides for you under the rules of dying intestate. Given the choice, most people would prefer to have control over their own […]
Cryptocurrency in Your Will: How to Protect Your Digital Assets
As cryptocurrency becomes increasingly mainstream, more people now hold cryptoassets such as Bitcoin, Ethereum, or NFTs as part of their personal wealth. At Heritage Estate Planning, we’re seeing a growing number of clients ask how to include cryptocurrency in their will. Because crypto is intangible and highly secure by design, it’s vital to plan carefully; […]
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 […]
