Redwood Financial Family Wealth & Estate Planners Ltd

20/07/2026

Join Our September Estate Planning Seminar!

Inheritance Tax receipts have soared to a record £8.5bn in the 2025/26 tax year, impacting more families than ever. With Personal Tax Allowances frozen since 2009 and with further changes to Inheritance Tax announced by the government, your Estate may well be at risk!

Join our FREE PUBLIC INFORMATION SEMINAR to learn how to legitimately protect your wealth and ensure a smooth transfer to your children and loved ones. This week's video shows you what to expect from our Seminar.

Event Highlights:
- Real case studies based on Clients we have already helped
- Understanding Inheritance Tax implications
- Exploring exemptions and reliefs
- Strategic Estate Planning Tips

🗓️ Date: Thursday, 17th September 2026
📍 Venue: King's Conference Centre, Hedge End, Southampton, SO30 4BZ
⏰ Time: Morning, Afternoon & Evening Sessions Available

Booking is required!

At Redwood, we believe in empowering you with the knowledge to safeguard your Estate. Our Seminars have already helped thousands, now it's your turn!

👉 Reserve your spot now!
Places are limited and going fast: secure your spot today: https://zurl.co/pchKY

Can't make it in person? Register for our recorded Webinar:

📺 Watch Online https://zurl.co/VOPLT

Don't leave your legacy to chance. Act now and ensure your loved ones are protected. See you there! 🌟

16/07/2026

When a couple decides to divorce, one thing that is unlikely to be at the top of their agenda is their Pensions. People tend to think of a Pension as future income and nothing to do with the here and now, unless, of course, they are already drawing a Pension.

The fact is that a Pension pot is part of your capital wealth and can often be quite substantial in value. It is very common for Pensions to be divided as part of a divorce settlement, and there are several ways this can be done.

In this FAQ Video, Jasmine Lambert explains how Pensions are treated in divorce and the most common solutions to achieve a clean break in the relationship. https://zurl.co/WIPU3

For more help and advice on Pensions, Financial Planning, and Estate Planning, visit https://zurl.co/dchED and subscribe to our YouTube Channel for a wealth of free advice videos.

13/07/2026

✨ Inheritance Tax Solved: Free Webinar✨

Worried about leaving your loved ones with a big tax bill? Join our Inheritance Tax Planning Webinar and discover practical strategies to safeguard your wealth while making informed choices for the future.

In this Webinar, we will cover:
✅ How life insurance can reduce IHT
✅ The benefits of gifting money or assets during your lifetime
✅ How to plan investments with inheritance in mind
✅ Why enjoying your wealth now can be tax-efficient
✅ Ways to leave a legacy early for family and friends
🖥️ Online: easy to join from anywhere, and watch at a time that works best for you!

👉 Register now: https://zurl.co/thzay
Make your money work for you, and the people you care about most.

09/07/2026

Turning 18? Think beyond party hats and presents.

It might sound odd, but gifting a Lasting Power of Attorney (LPA) on your teen's 18th birthday could be the most grown-up, protective, and loving gift you ever give them.

Why? Because once they're legally an adult, you can’t step in if something unexpected happens, unless they've appointed you with an LPA.

⚖️ It's not about control; it's about choice
🛡️ It's not boring; it's brilliantly practical
🎁 And no, it doesn't have to come wrapped in shiny paper

Read why this underrated legal safeguard might just be the smartest 18th birthday gift of all:
https://zurl.co/TCPZT

Giving someone the gift of an LPA at 18 isn’t boring, controlling, or overcautious; it’s wise. Learn more about gifting lasting powers of attorney.

06/07/2026

How can you boost your Pension before retirement?

In this video, we explain some of the most effective ways to increase your Pension savings in the years leading up to retirement, and why proactive Pension Planning can make a significant difference to your long-term financial security.

Many people only start focusing seriously on their retirement finances later in life, but even small changes in the years before retirement can potentially have a major impact on the size of your Pension pot and the income available in retirement.

From increasing Pension contributions and maximising employer contributions to using tax relief efficiently and reviewing investment strategies, there are several ways people can strengthen their retirement position before they stop working.

In this FAQ video, we explain practical Pension boosting strategies, common mistakes people make as retirement approaches, and why regular Financial Planning reviews are important when preparing for retirement.

📌 In this video:
• How to increase your Pension before retirement
• Maximising Pension contributions explained
• Understanding Pension tax relief in the UK
• Employer Pension contributions and salary sacrifice
• The importance of starting early
• Reviewing Pension investment strategies
• Catch-up Pension planning before retirement
• Common retirement planning mistakes to avoid
• Why Professional Advice matters

🎥 Watch our new free Pensions webinar for more information on building a Pension pot: https://zurl.co/V1WVz

If you found this video useful, please like, subscribe, and turn on notifications for more Pension and Financial Planning guidance from Redwood.

02/07/2026

The Lifetime Allowance has gone.

But that doesn’t mean Pension tax planning has gone with it.

In 2026, the focus has shifted to new rules around tax-free cash, Lump Sum Allowances and how your Retirement Savings could be passed on.

If you have built up significant Pension savings, are close to retirement, or have several Pension pots, this is worth understanding before you make decisions.

Read our latest blog: The 2026 Lifetime Allowance: 3 Steps to Protect Your Retirement Savings

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Our Free Pension Planning Webinar is full of information about planning for your retirement. Join today:

https://zurl.co/Cfl7u

29/06/2026

Do you need to register a Trust with HMRC?

Many people are surprised to learn that some Trusts must be registered through HMRC’s Trust Registration Service, even where there is no tax to pay.

For Trustees, this matters.

Failing to register an eligible Trust correctly or on time could lead to penalties, delays, and unnecessary complications for both Trustees and beneficiaries.

In our latest video, we explain the UK Trust registration rules in plain English, including:

✅ What the Trust Registration Service is
✅ Which Trusts may need to be registered
✅ When a Trust may be exempt
✅ Trustee responsibilities and deadlines
✅ Common registration mistakes
✅ How Trusts link to Estate Planning and Inheritance Tax
✅ Why Professional Advice can help Trustees stay compliant

Trusts can be powerful Estate Planning tools, but they also come with legal and tax responsibilities. Our video will help you to understand what applies to you.

25/06/2026

Are Mirror Wills the right choice for you and your partner?

Mirror Wills are among the most common Estate Planning options for couples in the UK, but many people misunderstand how they work.

They can be a simple and cost-effective way for married couples, civil partners, and long-term partners to protect each other and make sure their wishes are clearly documented.

However, there is an important point to understand:

Although Mirror Wills may look almost identical, they are still two separate legal documents.

This means the surviving partner can usually change their own Will later, which may create risks in situations involving remarriage, blended families, children from previous relationships, or more complex Estate Planning needs.

In our latest video, we explain:

✅ What Mirror Wills are
✅ How they work in the UK
✅ Who they may be suitable for
✅ The difference between Mirror Wills and Joint Wills
✅ The benefits and possible risks
✅ Why Professional Advice matters

🎥 Watch the video here: https://zurl.co/7TVhH

Estate Planning is not just about writing a Will. It is about making sure the right people are protected, in the right way, at the right time.

Hungary for more information on the true power of effective Estate Planning? Our free Wills, Trusts & Estate Planning Webinar is a great place to learn so much more!

🎥 Join the webinar here: https://zurl.co/m9y3Q

22/06/2026

How much do you really need in your Pension pot to retire comfortably?

It’s one of the biggest retirement questions, but there is no single “perfect number”.

Your ideal Pension pot depends on your lifestyle, retirement age, housing costs, travel plans, health, inflation, State Pension entitlement, savings, Investments, and how long your money may need to last.

In our latest video, we explain the key factors that shape your retirement income needs and why regular Pension Planning can make such a difference to your future Financial Planning.

🎥 Watch the video here: https://zurl.co/AoOkJ

Then take the next step with our free Roadmap to Retirement Webinar, where we show you how to start building a practical retirement plan, including:

✅ The three keys to financial freedom
✅ How to calculate your ideal retirement fund
✅ Step-by-step strategies to help reach your goals
✅ How to put your Plan into action
✅ Matching Investments to your comfort level

🖥️ Online and easy to watch at a time that works for you.

👉 Register for the free Pensions Webinar here: https://zurl.co/ODNUe

Don’t leave your retirement to chance. Start by understanding your number — then build a Plan to help you get there.

18/06/2026

Should you deal with Probate yourself, or use a Professional?

When someone dies, the responsibility of administering their Estate often falls to family members at the very time they are grieving.

Probate can seem straightforward at first. But Executors may need to value the Estate, deal with HMRC, calculate any Inheritance Tax, apply for the Grant of Probate, pay debts, handle property or business assets, and make sure the Estate is distributed correctly.

In real life, this can become difficult quickly, especially if there are family disagreements, Trusts, unclear instructions in the Will, or questions over who should receive what.

In this video, Jasmine Lambert explains when Executors may be able to deal with Probate themselves, when Professional Advice can help, and why setting up your Will correctly in the first place matters.

She also explains the importance of choosing the right Trustees and Executors, including how keeping control within your family bloodline may be appropriate in some circumstances.

🎥 Watch the video here:
https://zurl.co/kxvn6

Redwood Family Wealth & Estate Planners : helping our Clients to Grow, Protect and Enjoy their Wealth.