Protect your Wealth. 

Protect your Wealth. 

Looking after you, your family, and the generations to follow. 

It's a natural instinct to want to protect your loved ones, both during your lifetime and after you've passed away. When you work with us at Reeds Financial to create an estate plan, we'll make sure that the assets and wealth you accumulate during your lifetime are passed on to your loved ones after you pass away, providing security for your partner, children, grandchildren, friends, and other beneficiaries. 
Wills, Will Trusts, Lifetime Trusts, and Lasting Powers of Attorney are just a few of the estate planning services we offer. Our top priority is to provide a personalised, reassuring, and dependable service, so you can rest assured that individuals you care about will have all they need when you're gone. We strive to make life as simple as possible for you and your family by assisting in the creation of ultimate peace of mind. 
Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket. 

Our services include: 

Inheritance Tax 
Pre-Paid Probate 
Later Life Care Costs 
Funeral Plans 

Writing your Will. 

Writing your Will. 

Many people avoid talking about death, but your Will is perhaps the most significant legal document you'll ever write. Its impact isn't felt until after you've passed away, therefore it's critical that your Will is tailored to you and your goals. 
We work closely with you to gain a thorough understanding of your situation and your preferences for your assets after you die. We'll provide you our advice after a first discussion to assist you make the best, most educated decisions possible based on your situation. 
We’re here to help you protect your wealth and your love ones’ future. 

Your wishes... 

Your wishes... 

...and who carries them out. 

Your will tells people two very important things: 
Who should have your money, property and possessions when you die. 
Who will be in charge of organising your estate and following the instructions you leave in your will – this person is called your ‘executor’, and you can name more than one person if you want to. 
You can also use your will to tell people about any other wishes you have, like instructions for your burial or cremation. 
Your executor will do their best to make sure your wishes are followed, as long as they don’t involve breaking the law. 
It might not always be possible for your executors to carry out your instructions. 
For example, a person you want to leave something to might die before you do, but if you have a will there’s a better chance of things happening the way you want. 

Frequently  Asked Questions 

Frequently Asked Questions 

Estate planning is a complicated process; that is why we are here to simplify it. Read through our frequently asked questions below and dive into our myth-busting guides to have a better understanding of what we do. 
If your estate is rather little – currently defined as less than £5,000, but most banks would transfer up to £20,000 / £25,000 – it is doubtful that the Probate process will be necessary to distribute it. However, this is not true for everyone. A Will is essential for the majority of people. 
Without a Will, your possessions and money will almost certainly pass automatically to your next of kin. 
If you do not have a next of kin, you must specify in your Will who shall inherit your estate upon your death. 
There are complicated restrictions about an unmarried partner inheriting a deceased person's assets and money. To safeguard a surviving partner or spouse and assure their financial well-being for the remainder of their lives, you must prepare a Will and arrange your estate. 
Numerous, but the primary ones are as follows:  
For you and your beneficiaries: 
Avoiding £10,000–15,000 in Probate Expenses 
By avoiding Probate delays, beneficiaries will have instant access to Trust monies. 
Avoiding sideways disinheritance if you married or jointly own property 
For the benefit of your beneficiaries: 
Preventing inheritance dilution as a result of premature death and sideways disinheritance, divorce or annulment of civil partnership, or insolvency and financial difficulties 
Avoiding Inheritance Tax on the Estates of Beneficiaries 
Avoiding complications caused by Will contests and untrustworthy beneficiaries 
Preventing beneficiaries from losing means-tested benefits 
There is no definite way to avoid having the value of assets considered in means testing, but under present standards, if the local authority cannot demonstrate that avoiding care facility fees was a 'significant consideration' in establishing the Family Trust, the Family Trust will be upheld. 

Would You  Like a Free Review. 

Would You Like a Free Review. 

We provide professional advice regarding wills, the establishment of trusts, probate and lasting power of attorney. We can help you ensure that your assets are inherited properly by your loved ones. We can also provide legal advice regarding trusts, including a Protective Property Trust and Asset Protection Trust, which ensure assets are inherited correctly. 
If you would like a free, no-obligation quote then please complete the callback request. 

What Our  Customers Say. 

What Our Customers Say. 

Here are a few ways we have changed our customers’ lives. 
Our site uses cookies. For more information, see our cookie policy. Accept cookies and close
Reject cookies Manage settings