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May 21

The lock-down guide to sorting out your finances

  • May 21, 2020
  • SMH Accounting & Business Advisory, SMH Financial Services, SMH Residential Mortgages, SMH Wills & Probate

At present, we are all being advised to stay home whilst the UK fights the coronavirus epidemic. For many people this means more downtime, and whilst this may not be ideal this does give us time to complete some long standing tasks that we have been putting off. This includes getting your finances and wealth plans in order.

To help you identify what you might want to consider doing, we have put together this handy checklist to help you get started, with key information from our Wills & Probate, Financial Services, Residential Mortgages and Accounting & Business Advisory departments.

Read our guide here

If you have any questions or need to seek further advice about anything in our lock-down guide, just contact us on 01142 664 432 or info@smhca.co.uk and we will direct you to the relevant department.

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