Welcome to Matrix Estate Planning Ltd.

Matrix Estate Planning Ltd is one of the most trusted and respected estate planning firms in the UK. It provides comprehensive, tailored advice to help well-established families protect their wealth and ensure their financial success for generations to come.

Central to our achievements is a 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.

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.

Our small team comprises exceptionally bright and accomplished individuals, each bringing their unique expertise to the table. Operating across the United Kingdom and Europe, we combine local insights with a global perspective to offer comprehensive estate planning solutions that transcend borders.

Looking ahead, our vision is both ambitious and exciting. In the medium term, we are dedicated to expanding our footprint, extending our reach to better serve you.

Looking further into the future, our aspirations are truly global – a testament to our commitment to your success on an international scale.

As you navigate through our website, we invite you to explore the range of services we offer and the testimonials of those whose lives we have touched.

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


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.


  • 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.


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.

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.

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