Qualifications

• Advanced diploma in financial planning: G10 taxation and trusts.
• R01: financial services, regulation and ethics
• R02: investment, principles and risk
• R04: pensions and retirement planning
• G10: taxation and trusts
• Financial planning certificates, one ,two and three
• CF6: mortgage advice
• Society of will writers and Estate planner practitioners exam pass

Courses Completed

Business lasting power-of-attorney
Craig Ward: Craybeck law
Associated with Matrix Estate Planning Limited

The effect of divorce on wills
Neil Denny: solicitor
Associated with Matrix Estate Planning Limited

Understanding mental capacity
Tim Farmer
Associated with Matrix Estate Planning

We take immense pride in our affiliation with the Society of Will Writers, a testament to our commitment to upholding the highest standards of excellence.

Aligned with the Society’s code of ethics, we embrace transparency, integrity, and unwavering professionalism in all our endeavours. Rest assured, our dedication to clarity and fairness extends even further – the Society of Will Writers also provides a comprehensive complaints procedure to address any rare instances of misunderstanding.

What we do

The Chartered Insurance Institute is a professional body dedicated to building public trust in the insurance and financial planning professions.

The CII Code of Ethics has been designed to provide members with practical, realistic guidance to follow.

Our members are required to:

• Comply with the Code and all relevant laws and regulations
• Act with the highest ethical standards and integrity
• Act in the best interests of each client
• Provide a high standard of service
• Treat people fairly regardless of age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, race, religion or belief, sex and sexual orientation

Failure to comply with the Code may result in disciplinary action against the member and risk adverse publicity for the member and their organisation.

Transparent Complaints Procedure

Matrix Estate Planning understands that open communication and transparency are crucial in building lasting client relationships. That’s why the inclusion of the Society of Will Writers’ complaints procedure is a reassuring aspect of their online services. In the rare event of a dispute or complaint, clients can take comfort in the knowledge that there is a structured process in place to address their concerns. This commitment to accountability demonstrates Matrix Estate Planning’s commitment to continuous improvement and client satisfaction.

Matrix Estate Planning goes the extra mile by ensuring that all advice provided is meticulously reviewed and validated by the technical department at the Society of Will Writers. This expert validation is a testament to the quality of advice and guidance offered to clients. It’s a level of assurance that sets Matrix Estate Planning apart from its competitors, highlighting their dedication to accuracy and thoroughness.

Manisha Chauhan

Manisha joined the Society’s Technical Advice Team in July 2019 having previously worked as an Employment Solicitor in Warwickshire before relocating to Lincolnshire. Manisha provides advice on technical queries for Society Members and ongoing support on our professional drafting software, Sure Will Writer.

Matrix Estate Planning Ltd Announces Partnership with Temis & Co, Spanish Solicitors

Roser Coll – Spanish Solicitor
Providing Expert Advice on Spanish Assets and Inheritance Matters

Matrix Estate Planning Ltd is thrilled to announce its collaboration with Roser Coll of Temis & Co, a renowned Spanish solicitor based in Barcelona, Spain. This partnership allows us to offer comprehensive legal services to our valued UK clients who require guidance on matters pertaining to their Spanish assets or inherited properties.

With an increasing number of individuals acquiring Spanish properties or receiving inheritances in Spain, there is a growing need for expert advice and legal support. At Matrix Estate Planning, we understand the complexities involved in navigating the Spanish legal system, specifically in relation to probate and the requirement for a Spanish will. Our collaboration with Temis & Co enables us to provide tailored solutions to our clients within the realm of Spanish inheritance law.

Our team at Matrix Estate Planning boasts extensive knowledge and experience in matters regarding estates and inheritances. By partnering with Temis & Co, who specialise in Spanish law, we can now extend our expertise to include Spanish assets and probate issues. Whether you are a UK client with a property in Spain or have inherited assets in the country, our joint collaboration ensures that you receive the highest level of professional advice and support throughout the process.

By choosing Matrix Estate Planning as your trusted partner for Spanish assets and inheritance matters, you can rest assured that our knowledgeable team will guide you through the intricacies of Spanish law. We recognise that every situation is unique and requires personalised attention. Our collaborative approach with Temis & Co ensures that we can offer bespoke solutions that align with your specific needs and circumstances.

If you are a UK resident with Spanish assets or have recently inherited property in Spain, we encourage you to contact us for a consultation. Our dedicated team of estate planning experts, along with the expertise of Temis & Co, are ready to provide you with the necessary guidance and legal assistance. Together, we will help you navigate the complexities of Spanish probate, explore the need for a Spanish will, and address any other matters related to your Spanish assets.

“Arrange a comprehensive estate planning consultation from the comfort of your own home with Matrix Estate Planning. Our services are available to clients throughout the country”