An estate plan clearly details your wishes to your loved ones about what you’d like to happen to your estate when you die. It can protect your assets and allow wealth to accumulate within a family and possibly avoid the value of your estate being eroded by paying care home fees and inheritance tax.
Without a will, lasting power of attorney and a trust Your wishes may not be legally binding. The key to effective estate planning is to take early action. Decisions made regarding your estate taken on your death bed are very seldom successful.
In 1936 in the Duke of Westminster’s tax case Lord Tomlin said “everyman is entitled if he can, to order his affairs so that the tax attaching under the appropriate acts is less than it otherwise would be”
In this difficult period of my life, Graham Hinitt at Matrix Estate Planning, has been absolutely supportive, understanding, precise, and has done a lot of research and strategy for my sole benefit and prosperity.
Unravelling the legalities of my divorce, Graham has taken my instructions on board and with Graham’s thorough knowledge explained the pros and negatives of my new will, lasting-power-of-attorney and discretionary trust for my grandchildren.
Furthermore, Graham was able to construct my wishes in the best way to achieve them for my children’s future and mine.
Thank you Graham,
Such a huge weight from my shoulders.
When I contacted Graham Hinitt at Matrix Estate Planning for information regarding my lasting power-of-attorney:
I was very pleased Graham explained things so well thank you once again .
Graham Hinitt at Matrix Estate Planning was extremely helpful and happy to give free advice without charge. What knowledge he imparted was insightful and to the point. I would be very happy to use him again.