About BeAdvised Legacy Planning
Planning for the future isn’t always easy — especially when it involves some of life’s most important decisions. We help bring clarity, confidence and peace of mind to the process.
We specialise in wills, trusts, Lasting Powers of Attorney and estate planning — supporting individuals and families to put the right arrangements in place to protect what matters most.
A personal approach to planning ahead
We believe that effective estate planning starts with understanding your wishes, your family circumstances, and what you want your legacy to look like.
That’s why we take the time to listen carefully before offering guidance. Whether you’re writing your first will, planning for later life, or looking to structure your estate more carefully, our approach is always thoughtful, clear and tailored to you.
Practical support you can trust
Our role is to make the process straightforward and easy to understand. We explain your options in plain English, helping you make informed decisions without unnecessary complexity. Our services include:
- Wills — ensuring your wishes are clearly documented
- Trusts — helping protect and manage assets for the future
- Lasting Powers of Attorney — putting trusted people in place to act on your behalf if needed
- Estate planning — helping you organise your affairs in a structured and considered way
- Executor support — making sure the people you appoint understand what the role involves
Every recommendation is made with care, with a focus on what works best for you and your circumstances.
Working alongside trusted professionals
Where appropriate, we can work alongside other professional advisers — such as solicitors and financial advisers — to help ensure your plans are aligned and comprehensive.
BeAdvised Legacy Planning is an unregulated estate planning service and does not provide regulated financial or legal advice. Where something falls outside what we do, we will tell you so and suggest you speak to an appropriately qualified professional.
Here for the long term
Putting plans in place is just the beginning. As your life changes, your wishes and circumstances may change too.
We’re here to support you over time — helping you review and update your arrangements so they continue to reflect your intentions.
A local, approachable service
Based in Swindon, we are proud to support individuals and families across the local community and beyond. We’re known for being friendly, approachable and easy to deal with — providing a service that is personal, not procedural.
The first conversation costs nothing and carries no obligation. Call 01793 228068, or leave your details and we will ring you back.
What you can expect
- A proper conversation, usually in your own home
- A fixed fee agreed in writing before we start
- Plain English, and as many questions as you like
- Support that continues as your circumstances change
Meet the team
We are a small Swindon-based team who would rather have a proper conversation than send you a form. We will come to you, talk it through, and make sure your family knows exactly where things stand.
Sam Heron-Taylor
Co-Founder and Estate Planning Consultant
Dan Heron-Taylor
Co-Founder