Our StoryÂ
Heritance Planning was born out of a simple but powerful observation — most people leave estate planning far too late, and along with that they need tax expertise to help ensure tax efficiency. Â
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We exist to change that by providing both services.Â
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Founded by a qualified tax adviser with over 10 years of experience in personal and corporate tax, Heritance Planning brings something genuinely different to the market — a complete estate planning service that is built on deep tax knowledge from the ground up.
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We understand that your estate is more than just a list of assets. It represents a lifetime of hard work, sacrifice and love for the people around you. Our job is to make sure it is protected, structured correctly and passed on exactly as you intend — with as little tax liability and legal complexity as possible.
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From families in London to British expats in Dubai, Kuala Lumpur and beyond — we serve clients wherever they are, entirely remotely, with the same level of care and expertise every single time.
Our Credentials
Experience and expertise you can trust with your most important decisions.
Qualified Tax Adviser Professionally qualified with extensive knowledge of personal and corporate tax law, ensuring every estate plan is fully tax efficient.
10+ Years Experience Over a decade of hands-on experience advising individuals, families and businesses on complex tax and estate planning matters.
Worldwide Client Base Proudly serving clients across the UK and internationally, with fully remote consultations available to British expats globally.
Excellence
We hold ourselves to the highest professional standards in everything we do — from the quality of our advice to the care we take with every document we produce.
Everything we do is guided by four core principles.
IntegrityÂ
We are honest, transparent and straightforward in everything we do. No hidden fees, no jargon, no surprises. Just clear expert advice you can rely on.
Our ValuesÂ
Expertise
Our unique combination of estate planning and tax advisory knowledge means you get genuinely expert advice over both estate and tax planning.Â
Care
We understand that estate planning is deeply personal. We treat every client with empathy, sensitivity and the individual attention their situation deserves.