JEFF SMITH
Estate Planning Consultant & Will Writer

I am an Estate Planning specialist, working directly with medium and high net worth clients and their families. In essence, this means I create wills and trusts for clients to ensure their estate is both distributed and crucially protected as they would wish when the worst inevitably happens. This will also include consideration of Inheritance Tax liabilities and how they might be mitigated within the regulations.

It is true that some people find the subject of wills morbid, but it’s a necessary one in my view and establishing wills is a fairly straightforward process. It’s important to ensure your loved ones are protected as you would wish, and I always urge my clients to ensure their wills are still relevant. We live in more transient times, with lifestyles changing more rapidly than ever before, so I encourage everyone to check their will is up to date and review it every few years. I am passionate about making sure my clients have taken appropriate measures to protect their estate.

When I’m not working, I enjoy travelling and in particular lying on a beach and soaking up the sun.

Random fact about me: I am a qualified ski instructor.