Providing a unique process to assist you in leaving a meaningful and lasting legacy
The First StepHereditas was created in 2016 to provide a clear and effective strategy for anyone wishing to leave, not only a financial inheritance but a meaningful and lasting Legacy.
Each individual's personal Legacy is the sum of their values, knowledge, experience and wisdom and the values that each of us live by are indispensable to achieving a life of significance.
How we bestow our personal Legacy is one of life's most important decisions and our team are here to guide and assist all who wish to leave a Legacy that they have planned for. We will all leave some sort of legacy, whether we plan to or not and our mission, utilising our unique process, is to capture and share all aspects of an individual's life for the benefit of the generations to come.
Hereditas is the first dedicated Legacy Planning Process of its kind in the UK.
We believe everyone is entitled to leave a meaningful and lasting legacy regardless of the amount of their financial wealth.
It is never too soon to start planning for the long term future of your wealth.
Get in touch to see how you can create a meaningful and lasting legacy for generations to come
Helping you to leave a meaningful and lasting legacy.