Legacy Planning in Havant
A considered approach to protecting your family's future
Havant is a borough town in south-east Hampshire, positioned between the South Downs and the coast. With its mix of established residential areas like Leigh Park, Bedhampton, and Emsworth, Havant is home to a settled community of families and retirees who have put down roots in this accessible part of Hampshire. The town serves as a hub for surrounding villages and coastal communities, and many residents here own property that forms the centrepiece of their family's wealth.
Our services in Havant
Wills
We help Havant families create wills that clearly set out who should benefit from their estate and how their wishes should be carried out.
Lasting Powers of Attorney
Plan ahead by appointing attorneys who can manage your health and financial decisions if you are no longer able to make them yourself.
Trusts
Discover how trusts can protect your home and savings, ensuring they pass to your chosen beneficiaries in a tax-efficient manner.
Potentially Exempt Transfers
Learn about the inheritance tax treatment of lifetime gifts and how planning around the seven-year rule can benefit your family.
Severance of Tenancy
Understand how converting joint tenancy to tenants in common gives you greater control over your share of the family home.
Letter of Wishes
Leave your executors clear guidance on your personal preferences and any matters not covered in your formal will.
Home visits available across Havant and nearby areas
We provide home visits throughout Havant borough and the neighbouring areas of Portsmouth, Hayling Island, and Petersfield. From Emsworth to Waterlooville, we come to wherever is most convenient for you.
Download our free estate planning guide
Our comprehensive PDF guide explains the key elements of estate planning in plain English, helping you understand what steps to consider for your family's future.
Download PDF Guide