Expert Guidance Every Step of the Way
At SMP Financial, we have been helping clients plan for their future for over a decade. We believe that planning today produces better outcomes tomorrow.
A recent econometric study* showed those taking advice ending up with 173% of the wealth of those who did not. This was a sophisticated study which took account of external factors such as starting wealth and education
Inheritance tax is payable on nearly all assets such as property, shares and pension assets transferred upon death.
There is a common perception that inheritance planning is the domain of the super wealthy and those with highly complex business and financial lives. This is far from the case. Inheritance planning can benefit most people who have accumulated even a modest level of assets.
"In my experience, Donal Milmo-Penny is an Advisor of the highest professionalism. I found him to be open, honest, prompt, knowledgeable and a pleasure to deal with at all times. I have already recommended him to others and will continue to do so."
Donal has provided business and financial consultancy on a multitude of topics to me and my company over many years. I have always found him to be incredibly proactive and always willing to think outside of the box to get results. I am more than happy to recommend Donal and SMP Financial."
Garfield has provided me with astute financial advice and excellent personal service.
I am delighted to recommend him as a Financial Advisor."