ServicesEstatePlanning

(SMT) Money Matters Ltd, 2 Highams Hill, Gossops Green, Crawley, West Sussex RH11 8BS.
(SMT) Money Matters Ltd is registered in England & Wales no. 5934639. Registered office: as above.
(SMT) Money Matters Ltd is authorised and regulated by the Financial Conduct Authority.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Are you starting to think about saving for your retirement? Perhaps you are unhappy with the performance or the charges of your current pension plan? Or maybe you will soon be giving up work but you are unclear as to the options available to you? However far along you may be on your journey to retirement, we are here to help.

Whether you have a few pounds left at the end of each month or a pot of money that you need to see grow, saving for the future is sound financial advice. You may simply be saving for the proverbial rainy day, perhaps a deposit on your first home, or maybe distant shores are beckoning you from afar. Whatever you are saving to achieve, there is much to consider.

Someone has crashed into your car? No problem, your insurance will pay for the repairs. Left your camera on the beach? Never mind, that's what travel insurance is for. Someone's stolen your laptop? Don't worry, it can easily be replaced. But what of your health? What of your life? And what about your loved ones? It is a sad fact that many of us do not protect our health and loved ones as much as we do our possessions.

For most of us our home starts out as our greatest expense but it can soon become our most significant asset. Every step of the way, no matter how far up the property ladder you may be, it is important to choose the right mortgage. The range of options available though can make it all seem quite confusing, but we can help you find the mortgage that is right for you.

Financial Planning and Estate Planning go hand in hand, and we have proved that it doesn't have to be complicated. Just ask yourself three simple questions. Who do you trust to make important decisions? Who are you working hard to provide for? And do you like paying too much tax? Answer these three questions and you are already well on the way to putting your personal and financial affairs in order.

Innovative solutions are available to those who perhaps seek a more sophisticated investment strategy. Maybe you perceive taxation as a means potentially to increasing your wealth, actively taking advantage of tax relief while actually reducing your IHT liability? Perhaps you need a bridging loan or are looking to purchase a commercial property through your pension fund? Our specialist advice can help you make it happen.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.