Financial Advisors and Will Writers in Hampshire
Our Key Financial Services
Our financial advisors in Hampshire have a wealth of experience in Financial & Estate Planning. That means we can help all our Clients with advice across a broad range of financial planning topics including but not limited to:
Will Writing
We have a comprehensive range of Will Writing Services available in Hampshire, from our mirror Wills to a fully bespoke individual Estate Planning Service that can include Protective Wills, Trusts, Guardianship, Lasting Power of Attorney (LPAs), Inheritance Tax Planning and Long Term Care Fee Planning, designed to give you the peace of mind that your family members and loved ones are protected when you die.
Financial Advice
Helping our Clients to grow, protect and enjoy their wealth is at the heart of what we do at Redwood and our Financial Advisers are experts at providing professional and effective savings and ISA advice. Achieving your financial goals and needs will not just happen on its own, you will need a detailed plan of action which we call your Investment Strategy. We will build an asset allocation framework to provide a diversification of opportunity, thereby ensuring the greatest probability of achieving your aspirations.
Lasting Powers of Attorney
We pride ourselves on being able to offer our Clients a full suite of Powers of Attorney at incredibly competitive prices, which includes General Power of Attorney, Property & Finance Lasting Powers of Attorney and Health & Welfare Lasting Powers of Attorney.
Trusts
A basic Will cannot do much more than detail your wishes. It will not protect you against factors that can erode the value of your Estate, like Inheritance Tax, Long-Term-Care Fees, Divorce and Relationship Breakdowns. The good news is that you can take action to protect your legacy in a legal and tax-efficient way, using the law as it was intended to be used by HMRC. The solution is Protective Wills which carve the right types of Trusts through them, bespoke to achieving your Estate Planning goals.
Equity Release Planning
Unfortunately, with inflation, rising care costs and living longer, many people find themselves falling short of capital, income or both in their retirement years. For homeowners over the age of 55 you can access a facility to release money from your home called Equity Release. This property must be your main residence to qualify and the scheme enables you to supplement your income without necessarily having to make any monthly repayments.
