Graham Hinitt DipPFS | Estate Planning Practitioner

Welcome to Matrix Estate Planning Limited, founded by Graham Hinitt DipPFS, a professional Estate Planning Practitioner with nearly four decades of experience in the financial services sector. With a background in management at a major UK life office, Graham brings a wealth of knowledge and expertise to our estate planning services.

Established in April 2021, Matrix Estate Planning is dedicated to offering expert advice on will writing, lasting power of attorney, trust and administration services, and effective strategies for reducing inheritance tax liabilities. As members of the Society of Will Writers, we adhere to the highest standards in estate planning practices.

Matrix Estate Planning is here to help you navigate the complexities of estate planning in the UK. Whether you need assistance with drafting a will, setting up lasting power of attorney documents, creating trusts, or planning for inheritance tax, we provide personalised solutions tailored to your individual needs.

At Matrix Estate Planning, we understand the importance of protecting your assets and ensuring your wishes are carried out. Through our tailored approach and attention to detail, we aim to empower you with the knowledge and confidence to secure your financial future through effective estate planning strategies.

Contact Graham Hinitt DipPFS Estate Planning Practitioner today to learn more about our comprehensive services and how Matrix Estate Planning can assist you in safeguarding and optimising your estate.Trust us to be your reliable partner in navigating the intricacies of estate planning.

Safeguard your assets and ensure peace of mind with our comprehensive legal services, available to assist you whenever you need.

Our office is located at:

Matrix Estate Planning
4 Orchard Gardens,
South Anston,
Sheffield, S25 5FL

We take great pride in ensuring that all our clients, including those with disabilities, are well-catered for.

Our office provides ample parking right on the premises, eliminating the need for any walking or long distances. We have also made sure that our office is fully equipped with wheelchair access and exit points, removing any potential barriers such as narrow doorways or stairs. Our spacious and thoughtfully designed office layout ensures easy manoeuvrability for wheelchair users.

Office Meeting

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Find out how Matrix Estate Planning can empower your decisions with personalised lasting power of attorney solutions backed by legal expertise.

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Meet Our Team

Graham Hinitt - Director | Estate Planning Practitioner

Graham Hinitt DipPFS

Director | Estate Planning Practitioner

Graham has experience in providing advice on retirement planning, inheritance tax planning, long-term care planning, and estate planning. Graham has extensive experience in the creation and administration of trusts, including discretionary trusts and family trusts. He is knowledgeable in the areas of investment planning, pensions and investments, and has extensive knowledge of the taxation of trusts and estates. Graham has a deep understanding of the rules and regulations applicable to trusts and estates, and is skilled in the preparation of legal documents and the administration of trusts and estates.

Qualifications

  • Advanced diploma in financial planning: G10 taxation and trusts.
  • R01: financial services, regulation and ethics
  • R02: investment, principles and risk
  • R04: pensions and retirement planning
  • G10: taxation and trusts
  • Financial planning certificates, one ,two and three
  • CF6: mortgage advice
  • Society of will writers and Estate planner practitioners exam pass

Courses Completed

Business lasting power-of-attorney
Craig Ward: Craybeck law
Associated with Matrix Estate Planning Limited

The effect of divorce on wills
Neil Denny: solicitor
Associated with Matrix Estate Planning Limited

Understanding mental capacity
Tim Farmer
Associated with Matrix Estate Planning

 

Schedule a call with Graham to discuss your specific needs and requirements.

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The firms listed on our site must be regulated by one of the following bodies:
Solicitors Regulation Authority (SRA), Bar Standards Board (BSB), Council for Licensed Conveyancers (CLC)Chartered Institute of Legal Executives (CILEX),
or
are members of the Institute of Professional Willwriters (IPW), the Society of Will Writers (SWW), or the Professional Paralegal Register (PPR). Regulation means they have to meet certain criteria, follow validated procedures and are accountable to that governing body.  

Roser Coll Anglada | Solicitor

Mrs Roser Coll Anglada

MLaw Spanish Abogado

Roser started off her carreer in the UK, where she worked for 10 years and specialised in private clients and foreign investment in Spain. Roser advises UK clients with ties to Spain on Succession and real estate matters.

Roser Coll Anglada is a lawyer specialising in assisting foreign/British clients who have cross-border succession law matters in Spain: estate planning, wills referring to Spanish assets, probate matters with assets in Spain. also providing real estate services when acquiring property in Spain. Immigration assessments as well as services with regards to inheritance law and commercial law.

 

The firms listed on our site must be regulated by one of the following bodies:
Solicitors Regulation Authority (SRA), Bar Standards Board (BSB), Council for Licensed Conveyancers (CLC)Chartered Institute of Legal Executives (CILEX),
or
are members of the Institute of Professional Willwriters (IPW), the Society of Will Writers (SWW), or the Professional Paralegal Register (PPR). Regulation means they have to meet certain criteria, follow validated procedures and are accountable to that governing body.  

Lindsey Martin | Associate Financial Advisor

Lindsey Martin

Associate Financial Advisor

Lindsey has worked within the financial services sector since 2011.

Having joined New Forest Wealth Management in September 2019, she completed the Diploma in Financial Advice and now provides high quality recommendations and guidance to both individuals and businesses, specialising in pension and investment planning.

Her main goal is to help her clients reach their financial objectives through careful planning and regular reviews.

Before this Lindsey graduated from university in 2011 with a Law Degree and in 2018 studied to attain the CeMap qualification.

Outside of work, Lindsey is married with two young children and as a family enjoys days out and holidays.

 

The firms listed on our site must be regulated by one of the following bodies:
Solicitors Regulation Authority (SRA), Bar Standards Board (BSB), Council for Licensed Conveyancers (CLC)Chartered Institute of Legal Executives (CILEX),
or
are members of the Institute of Professional Willwriters (IPW), the Society of Will Writers (SWW), or the Professional Paralegal Register (PPR). Regulation means they have to meet certain criteria, follow validated procedures and are accountable to that governing body.  

Welcome to Matrix Estate Planning

Available 7 Days a Week

Sheffield | Rotherham | Nottinghamshire

We take immense pride in our affiliation with the Society of Will Writers, a testament to our commitment to upholding the highest standards of excellence.

Aligned with the Society’s code of ethics, we embrace transparency, integrity, and unwavering professionalism in all our endeavours. Rest assured, our dedication to clarity and fairness extends even further – the Society of Will Writers also provides a comprehensive complaints procedure to address any rare instances of misunderstanding.

Recognising the importance of safeguarding your interests, we maintain professional indemnity insurance worth £2.5 million. Your peace of mind is paramount to us, and this coverage ensures that you are protected at every step of your journey with us.

Central to our achievements is cutting-edge cloud-based CRM system that forms the heartbeat of our success.

This innovative technology ensures seamless communication, meticulous organisation, and personalised solutions tailored to your unique needs. With this system at our core, we guarantee an unparalleled level of service that adapts to your evolving requirements

Contact us today to request a free call back and find out more about our services.

BOOK A FREE CONSULTATION

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