The financial planning services we offer are twofold: Estate
Planning and Independent Financial Advice.
Matters relating to estate planning, particularly inheritance tax efficiency and care home funding, are relevant to both specialisms. By combining these two areas of advice we are able to provide a comprehensive service which delivers complete peace of mind in all matters relating to your finances and to your estate.
Matters relating to estate planning, particularly inheritance tax efficiency and care home funding, are relevant to both specialisms. By combining these two areas of advice we are able to provide a comprehensive service which delivers complete peace of mind in all matters relating to your finances and to your estate.
SMT Wills Trusts & Probate Ltd is a member of the
Society of Will Writers, a non-profit making,
self-regulatory organisation whose primary objectives are
the advancement, education and ethical standards within
the Will Writing profession.
The Society of Will Writers is the largest self-regulatory body in the UK. Society members must hold professional indemnity insurance and must meet strict training requirements.
For further information on the Society please visit:
The Society of Will Writers is the largest self-regulatory body in the UK. Society members must hold professional indemnity insurance and must meet strict training requirements.
For further information on the Society please visit:
Clients should therefore feel confident in discussing any questions in
relation to inheritance, pensions, investments, insurances, equity release
and mortgages, as it is our every intention to provide a comprehensive
service which delivers complete peace of mind in all matters relating to your
finances and to your estate.
As well as being a member of the Society of Will Writers, our qualified Estate Planner is also a Chartered Independent Financial Planner. He is also a member of the Association of Independent Financial Advisers and an Associate member of the Personal Finance Society. We also regularly work in partnership with clients' accountants to ensure a professional, co-ordinated approach to financial planning.
As well as being a member of the Society of Will Writers, our qualified Estate Planner is also a Chartered Independent Financial Planner. He is also a member of the Association of Independent Financial Advisers and an Associate member of the Personal Finance Society. We also regularly work in partnership with clients' accountants to ensure a professional, co-ordinated approach to financial planning.
Our Chartered Independent Financial Planner
has been awarded ISO 22222 Certified Financial
Planner status for Estate Planning,Taxation
Planning, Retirement Planning, Investments &
Savings and Personal Protection.
Registered Address: SMT Wills Trusts & Probate Ltd, 2 Highams Hill, Gossops Green, Crawley, West Sussex RH11 8BS
Office Address: Office 2, Limes Business Centre, 8 The Street, Charlwood, Horley, Surrey, RH6 0BY.
Office Address: Office 2, Limes Business Centre, 8 The Street, Charlwood, Horley, Surrey, RH6 0BY.