Wills & trusts — arranged with our trusted partners.
A will and the right trusts make sure the people you love are looked after, with less stress and delay. We arrange this through trusted legal partners — we don’t provide the legal advice ourselves.
Plan for the future, protect what you’ve built
Please note: Smooth Financial Group does not provide legal advice on wills, trusts or estate planning. We refer you to trusted legal partners who do — and stay in the loop to make sure everything joins up.
Without a will, the law decides who inherits — and it may not be who you’d choose. The right plan can protect your home, provide for children, and make life simpler for those you leave behind.
- Single and mirror wills
- Property and family protection trusts
- Lasting Power of Attorney (LPA)
- Guidance on inheritance tax planning — provided by the referred adviser
Wills, trusts and estate planning are not regulated by the Financial Conduct Authority.
What’s included
Wills
Single and mirror wills prepared by our legal partners.
Property trusts
Help protect your home and provide for your family’s future.
Power of Attorney
Choose who can act for you if you’re ever unable to.
Inheritance planning
Practical guidance on reducing what’s lost to tax.
How we work with you.
Talk it through with us
A relaxed conversation about your family, assets and wishes.
We introduce our legal partner
The partner drafts your wills, trusts and LPAs and explains everything clearly.
Sign & safeguard
Your legal partner makes sure everything is valid, stored safely and kept up to date.
Common questions
What happens if I die without a will?
What is a Lasting Power of Attorney?
Why might I need a trust?
Ready to make it smooth?
A no-obligation consultation, whole-of-market choice, and a team that stays with you long after completion.