Professional Wills & Estate Planning Services

Nobody like to think about passing on, but it is something that happens to us all. Knowing that your family, friends, and other loved ones are properly provided for in the event of your death can bring considerable peace of mind.

Here at Best Financial, we offer a variety of financial and legal services to our clients in the Greater Manchester area and beyond. They help to make the process of handling your estate simple and risk-free for those you leave behind.

Last Will & Testament

Drawing up a Last Will and Testament is the only way to be sure that your estate is divided up among your family and other beneficiaries in the way you want. We help you draft a fair and legally-binding Will that will protect your assets, ensuring that your money is distributed correctly.

Lasting Power Of Attorney

If you are unable to handle your own affairs – whether due to a mental or physical incapacity – you can authorise somebody to do so on your behalf by signing a Lasting Power of Attorney (or LPA). This can be a family member, trusted friend, or legal representative. LPAs can be arranged to include Property and Financial Affairs, Health and Welfare, or both.

Trusts

A Trust is much like a Will, in that it details how your estate and assets are to be divided among your beneficiaries. Where it differs is that that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.

Inheritance Tax Planning

If you die with assets exceeding £325,000, up to 40% of your estate is swallowed up in Inheritance Tax. Here at Best Financial, we can help you put together an Inheritance Tax plan that will mitigate its impact on your estate. Through various Trusts, gifts, and exemptions we can maximise the amount received by your beneficiaries.

Probate

Probate is a legal document that is submitted to the courts when a person dies to allow their estate to be administered properly. This includes distributing any assets in a person’s Will, handling any contradictory claims, and tying up any legal or financial affairs. We offer a full probate service to Greater Manchester clients, ensuring the process runs smoothly.

Funeral Plans

Perhaps the most practical gift you can leave your loved ones in the event of your passing is a detailed funeral plan. This sets aside a certain amount of money to ensure that your funeral and any attendant expenses are paid in full. We help you create the perfect funeral plan, making it one less thing for your family to worry about.

Why I Need a Will

Nobody wants to think about passing away, but it’s important that you get your affairs in order before the unthinkable happens. It’s never too early to put plans in place for what will happen to your estate in the event of your passing

Putting Property into Trust

A Property Trust is a type of Will where a property is owned by two or more people (this is most commonly done by spouses, which we will use in the following example, but it doesn’t need to be the case).

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Exciting News

We are thrilled to share some exciting news with you!

Best Financial Services is in the process of a merger and acquisition, which will lead to a transformation and rebranding of our company. We are proud to introduce our new identity:

CJ Money

This significant development marks a pivotal moment in our journey, as we aim to provide you with even more comprehensive and innovative financial services. While change can be daunting, we want to assure you that our commitment to your financial well-being remains unwavering.

Here’s what you can expect from CJ Money:

1. Enhanced Services: Our merger will allow us to expand and improve our services, offering you a broader range of financial solutions tailored to your needs.

2. Cutting-Edge Technology: CJ Money will leverage the latest technology to streamline processes, enhance security, and make managing your finances easier and more convenient.

3. Expertise and Experience: Rest assured, our team of dedicated professionals will continue to provide the same level of expertise and personalized attention you have come to rely on.

Our Website Is Still Available: During this exciting transition, our website will remain accessible, allowing you to continue using our online services without interruption. Feel free to explore the website to learn more about CJ Money and stay updated on our progress.

Please note that during this transition period, there may be some updates to our website, mobile app, and other services. We kindly ask for your patience and understanding as we work diligently to ensure a seamless transition.

We are grateful for your trust and loyalty as our valued customers. We look forward to serving you under our new identity, CJ Money. If you have any questions or concerns, please feel free to reach out to our customer support team at Tim@cheethamjackson.com

Thank you for being a part of our journey, and we can’t wait to continue growing with you.

Warm regards,

The CJ Money Team