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
  • Completed course on the effects of divorce on wills
  • Completed course on business, LPAs

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