Our Services
Comprehensive estate planning and tax advisory services, tailored to your individual circumstances.
Not sure which service you need? Our expert advisors are available for a confidential discussion about your specific circumstances.
Why Choose Heritance Planning?
We combine expert legal knowledge with professional tax advice — giving you a complete estate planning service and peace of mind.
Qualified Tax Expertise
We bring full tax advisory expertise to every estate plan. Your Will isn't just legally sound — it's tax efficient too.
10 Years+ Experience
Over a decade of personal and corporate tax experience means we understand complex estates, business assets and cross-border situations.
Truly Remote Service
From UK to Dubai, we serve clients worldwide via video consultation. Professional estate planning wherever you are in the world.
Fixed Transparent Pricing
No hidden fees, no hourly billing surprises. All fees agreed transparently following your free consultation — based on the complexity of your individual circumstances. No hidden costs ever.
Fully Digital Process
From consultation to signed documents — everything is handled securely online. Fast, efficient and completely paperless.
Personalised Approach
No off-the-shelf solutions. Every estate plan is built around your individual circumstances, family situation and long term wishes.
Serving British Expats Worldwide
Wherever you are in the world, your UK assets need protecting. We provide expert remote estate planning for British expats across the globe.
UAE
UAE law freezes assets on death without a valid UK Will. We help British expats in Dubai and Abu Dhabi protect their UK estate securely.
India
Thousands of British expats in India hold significant UK property assets. Ensure your family avoids a lengthy and costly probate process.
All consultations conducted via secure video call. No travel required. Fully digital from start to finish for your ultimate convenience.
Malaysia
Living in Kuala Lumpur or beyond? Your UK assets remain subject to UK inheritance law. We make protecting them simple and remote.
USA
British expats in the USA often have complex dual-country assets. We handle the UK side of your estate plan with absolute precision.
Africa
From South Africa to Nigeria and Kenya, we serve British expats across the continent with secure video consultations and digital documentation.
“
⭐⭐⭐⭐⭐ "Heritance Planning made the whole process completely straightforward. As a British expat in Dubai I had been putting off sorting my UK Will for years. The remote consultation was professional, efficient and the whole thing was done within days. Highly recommended."
James R, British Expat, Dubai UAE
What Our Clients Say
Trusted by families and expats across the UK and worldwide.
“
⭐⭐⭐⭐⭐ "I came to Heritance Planning needing both a Will and inheritance tax advice. The combination of estate planning and tax expertise under one roof saved me considerable time and money. Exceptional service."
Sarah M, Bedford
“
⭐⭐⭐⭐⭐ "As a business owner I needed a Will that properly accounted for my company shares and assets. The level of knowledge and attention to detail was outstanding. I wouldn't hesitate to recommend Heritance Planning."
David T, Milton Keynes
A dedicated advisor for your personal wealth
Heritance Planning was founded with a single purpose — to give individuals, families and expats access to genuinely expert estate planning that goes beyond simply drafting a Will. We combine professional estate planning with qualified tax advisory expertise, ensuring every client receives a complete and tax efficient plan tailored to their unique circumstances.
Our founder is a qualified tax adviser with over 10 years of experience advising on personal and corporate tax matters. This depth of knowledge means we understand not just what your estate plan should say — but how it should be structured to protect your wealth, minimise tax exposure and preserve your legacy for the people who matter most.
Serving clients across the UK and worldwide, we operate as a fully remote practice — meaning geography is never a barrier to getting expert advice. Whether you are a family in the UK or a British expat in Dubai, we are here to help.
🌍 Worldwide Service — Remote Consultations Available
🏆 Qualified Tax Adviser — 10+ Years Professional Experience
10+ Years Within The Sector
Tax Adviser Led Service
5+ Regions Covered
Free 30 Minute Consultation
No obligation, no pressure. Just expert advice tailored to your situation.
Let's Protect What Matters Most
Whether you are planning for your family's future or protecting UK assets from abroad, we are here to help. Book your free no obligation consultation today.
Available Worldwide
Remote video consultations available for UK and international clients.
Fast Turnaround
Most estates planned and documented within 5 working days.
🔒 Your details are kept strictly confidential and never shared with third parties.
Or email us directly at hello@heritanceplanning.com
All enquiries responded to within 24 hours.