Expert Estate Planning Services

Estate Planning is about making sure you have all the right legal documents such as Wills, Trusts and Lasting Powers of Attorney in place to carry out your wishes and manage your estate in the event of your death or ill-health.

Taking the time now to plan what happens to the legacy you leave behind, can help reduce your Inheritance Tax bill and ensure your family will have less to worry about when you are gone.

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Protect your Wealth through Estate Planning

Estate Planning is so important because failing to make plans for your Estate can lead to unintended consequences for your beneficiaries, including the loss of wealth through paying unnecessary Inheritance Tax and Care Fees or in the event of a Divorce or relationship breakdown.

More than just a Will...

A Will dictates who should receive what from the division of your assets when you die. Estate Planning ensures that your assets are protected from the unforeseen risks that often reduce the value left in your Estate and your family’s Inheritance.

Estate Planning is a comprehensive look at your entire Estate. Understanding the makeup of your assets, making sure your Estate is structured in the most tax efficient way, whilst maximising your tax reliefs, protecting against Long Term Care Fees, Inheritance Tax, Divorce, Relationship Breakdowns, as well as reducing the risk of your Will being successfully contested.

Typically, it includes planning like Trusts and Lasting Powers of Attorney to protect you during your lifetime, as well as a protective and tax efficient Will Trust arrangement to deal with your Estate upon your death.

FREE Estate Planning Webinar

As professional Estate Planners, we are passionate about helping people to protect their wealth and our 40 minute FREE Wills & Trusts Estate Planning Webinar is designed to ensure you have all the information you need to choose the right Estate Planning path for you and your loved ones.

Your Estate Planning Specialist

Steven Blofield

Steve is the Director and Senior Estate Planner at Redwood Financial. He helps Clients to manage and grow their wealth and protect their estate.

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Redwood Financial is Highly Rated

We have been dealing with Redwood for some years now, they are always very professional and make you feel extra special when you arrive at their offices. The quality of work has always been first class as well, I like the detail they put in to making sure it all works!

Thank you for helping me get my will sorted. It is something I've been putting off for years and you made it so simple. It was lovely to speak to someone who really cared and totally put me at ease.

Jasmine has been there for me every step of the way. Patiently answering every question - no matter how small or silly it may seem. She has always given me sound, jargon-free practical advice. I see Jasmine as my personal financial fitness coach, she knows her industry inside out and I wouldn't be without her or the Redwood team.

Practical down to earth advice, no pressure, and very supportive. I now have a set of plans in place that have ensured my estate will be well managed in the future in the way I would wish it to be, for the benefit of my family.

I cannot thank the staff at Redwood enough, especially Sophie as she has been so patient and caring to my needs. I have found them to be highly professional and efficient in executing their often delicate and personal work. Would highly recommend their services.

Dealing with Jasmine and her firm has been an absolute pleasure. Practical, sensible and kind advice, in sometimes difficult circumstances, with total efficiency and dedication. I would not hesitate to recommend her to anyone else who needs some help with their financial circumstances.

From my experiences with Redwood, they have always been polite and professional. There is always a welcoming feeling and as the customer you always get the sense that your interests are put first. They seem to care about your goals and want to work based upon them. There is a strong knowledge in finances that can be noticed when going in for meetings which gives me confidence to trust their recommendations.

We have found all of the team to be very professional and friendly. Steve and the team prepared specific advice which was easy to understand.

Steve & Jasmine demonstrate time and again that they know their stuff and explain it clearly to us. Trust them and you won’t go far wrong financially.

Contact Redwood Financial Today!

Please complete our website contact form and our Estate Planning specialist will quickly get back to you to offer friendly expert advice.