Estate Planning Practitioner

January 5, 2025

Graham Hinitt DipPFS: Graham Hinitt | Estate Planning Practitioner

Director | Estate Planning Practitioner

Graham Hinitt | Estate Planning Practitioner: 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: Estate Planning Practitioner

  • 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

What our clients say..

“In this difficult period of my life, Graham Hinitt at Matrix Estate Planning, has been absolutely supportive, understanding, precise, and has done a lot of research and strategy for my sole benefit and prosperity. Unravelling the legalities of my divorce, Graham has taken my instructions on board and with Graham’s thorough knowledge explained the pros and negatives of my new will, lasting-power-of-attorney and discretionary trust for my grandchildren. Furthermore, Graham was able to construct my wishes in the best way to achieve them for my children’s future and mine.
Thank you Graham, such a huge weight from my shoulders.”
Michelle P South Yorkshire

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

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