Looking after you and the generations to follow
Secure Your Legacy for Generations to Come
Why Do I Need a Will?
Married? Without a Will your spouse or civil partner may not automatically inherit all of your estate.
Living with a partner? Without a Will the law treats you both as single and your partner would receive nothing.
Children from a previous relationship? If you are now married, children from a previous relationship may inherit nothing.
Pets? Who is going to look after them when you are gone? How can you make sure their needs are met?
Property owner? You should specify who you wish to inherit or live in your property after you have passed away and consider protecting your share against possible care costs.
A grandparent? You may want to add your new grandchild to your Will so they inherit something directly from you.
Don’t want the state to decide who inherits from you? Making a Will is the only way to put you in charge. It allows you to name your beneficiaries and specify what you want them to inherit.
Trusted By 1000’s
I’m here to design a legacy which will protect your wealth for future generations and give you peace of mind, so that you can live your best life.
I work with a very powerful legal team who are all STEP (Society of Trust and Estate Practitioners), and am secure in the knowledge that my technical and legal backup is one of the best.
That means I get to do what I am best at with my clients, which is the planning and designing solutions for final exit strategies!
Lasting Power of Attorney
Discover the power to protect your future, LPA’s understand their significance and ensure your wishes are honoured.
Preferential Client Support
Find out more about this new service.
Partners
Partners with whom I work and can whole heartedly recommend.
Business Planning
As a business owner what steps have you taken to protect your business and family in the event of the death or loss of capacity of an owner?
Personal Planning
Helping you to determine your estate plan, putting in place the correct paperwork to support your wishes from Power of Attorney documents, Last Will and Testaments and Trusts
Virtual Meetings
No matter where in the world you are we can meet online to arrange putting together your legacy planning.
I’m here to design a legacy which will protect your wealth for future generations and give you peace of mind, so that you can live your best life.
I work with a very powerful legal team who are all STEP (Society of Trust and Estate Practitioners), and am secure in the knowledge that my technical and legal backup is one of the best.
That means I get to do what I am best at with my clients, which is the planning and designing solutions for final exit strategies!
About Sally Herdman
I spent my early years working for the TSB Bank, and then as a Contracts Manager in the North Sea Oil Industry. Moving on to becoming Finance Director for a Steel Fabrication company. I have since spent many years as a financial planning consultant, both in personal holistic financial planning and the corporate environment.
I am an experienced consultant with a demonstrated history of working in many aspects of finance and protecting assets. I am skilled in designing extraordinary Legacies, Will Writing, Trusts, Business Exit Strategies, and Inheritance Tax Mitigation.
So, whether you need a simple Will, advice on protecting your home from care, or have more complex issues, I can help you achieve peace of mind, and protection of your life´s work for you and the generations to follow.
Everyone is Different
We all have our own unique life story to tell and legacy to leave the world.
A will just instructs what is to happen to your life’s collection of assets.
I can create a solution for you which captures the essence of your outstanding story.
For those legacies with trusts, I ensure the solutions are captured and recorded for you and the generations to follow, in the most tax efficient way.