Wood Financial Services

About

Wood Estate Planning main aim is to ensure your assets and loved ones are protected through the use of professional estate planning.

Story

Worried about inheritance tax?
Many people find themselves worrying about inheritance tax, but with expert advice at an early stage from the right people you can ensure that what you’ve worked hard for will go to your loved ones.

Inheritance tax is paid on your estate when you die if your estate is worth over £325,000 for single persons or £650,000 if you are a married couple or in a civil partnership. You will usually have to pay 40% tax on the amount over this threshold, but some exemptions do apply.

Talk to us

At Wood Financial Services, we can talk to you about your finances and assist you to find lawful, clear and effective solutions to manage inheritance tax. We work with accountants to offer a complete all-round service to arrange your affairs and protect your estate. People’s circumstances and requirements change over time so we advise our clients over many years to ensure that they receive the right advice in the short, medium and long term.

Mission

My main aim is to ensure your assets and loved ones are protected through the use of professional estate planning. My services include writing new Wills and review existing Wills, creation of Trusts to help with your Estate Planning, Lasting Powers of Attorney and Funeral Plans.

"At Benson Wood we have over 45 years of continued practice experience. We can draw on a large amount of expertise in Tax, Accounts, Audit, Bookkeeping, Payroll, Business Planning and Financial Services.If you are looking for a team of reliable, approachable and proactive accountants who will do more than just respond to your needs but work alongside you to help you succeed you have come to the right place."