Company: Heritage Wills Location/Address: 13 Hellesdon Park Road, Drayton High Road, Hellesdon, NR6 5DR Postcode(s) Covered: National As an Estate Planning Consultant, I provide tailored advice to clients on how best to manage and distribute their assets both during their lifetime and after they’ve passed away. My approach is rooted in understanding each individual’s unique…
Company: Heritage Wills
Location/Address: 13 Hellesdon Park Road, Drayton High Road, Hellesdon, NR6 5DR
Postcode(s) Covered: National
As an Estate Planning Consultant, I provide tailored advice to clients on how best to manage and distribute their assets both during their lifetime and after they’ve passed away.
My approach is rooted in understanding each individual’s unique circumstances, and I specialise in wills, trusts, and powers of attorney to help clients make informed and confident decisions.
I am a proud member of The Society of Will Writers, reflecting my commitment to professional standards and ongoing development in the field.
What drives me most is helping people gain peace of mind about their future. I value open and honest communication, ensuring my clients feel supported and empowered throughout the planning process.
Outside of work, I enjoy football, sailing, and skiing, and I have a particular fascination with Japanese culture.
Feel free to get in touch at [email protected] or call 01603 894500.
– Will Writing: Creating legally robust wills that reflect clients’ wishes, safeguard their assets, and provide for their families.
– Lasting Powers of Attorney: Drafting documents that grant trusted individuals the authority to make important decisions on behalf of those who may become unable to do so themselves, whether for reasons of health, age, or incapacity.
– Trusts: Advising on and establishing trusts as a way to manage, protect, and distribute assets according to specific terms and conditions.
– Inheritance Tax Planning: Offering strategies and solutions to help minimise liabilities and maximise the financial legacy left to heirs.
– Probate Services: Guiding families and executors through the complexities of settling an estate after death, including legal procedures and administrative requirements.
– Secure Storage: Providing safe, confidential storage for important documents, ensuring they are readily available when needed.
