Month: December 2023

conversations about LPAs

Top tips on starting difficult conversations about LPAs Posted by: Matrix Estate Planning , Posted on: 30December 2023 – Starting a conversation about lasting powers of attorney (LPAs) with family and friends can feel uncomfortable. conversations about LPAs You may think family members can make decisions about your finances or health and welfare if you […]

Severance of Joint Tenancy

Severance of Joint Tenancy 20 December By Graham Hinitt Matrix Estate Planning Severance of Joint Tenancy As a technical team, we come across queries on the subject of severances on a daily basis so we thought this article might help answer those common questions or misconceptions. If you hold your property as joint tenants with […]

Who can be a guardian?

Who can be a guardian? 17 December 2023 Graham Hinitt Matrix Estate Planning Who can be a guardian? Anyone can be a guardian as long as they are over the age of 18. Remember that anyone who is appointed as guardian will have parental responsibility for the children and therefore can make decisions on anything […]

The need for a Power of Attorney

Martin Lewis highlights the need for a Power of Attorney 16 December By Graham Hinitt: Matrix Estate Planning Martin Lewis, a widely recognised financial expert, recently emphasised the vital importance of appointing a power of attorney. On various platforms including his ITV show, podcast, and social media, he voiced concern that many people underestimate the […]

Appointing Attorneys

Appointing Attorneys and Deciding How They Should Act 16 December 2023 Graham Hinitt Matrix Estate Planning When creating a Lasting Powers of Attorney and Appointing Attorneys the people you choose to act on your behalf are called your ‘Attorneys’. You need to choose at least one attorney and there is no upper limit, however, too […]

Excluding Someone from your Will

Excluding Someone from your Will 14 December 2023 By Graham Hinitt | Matrix Estate Planning Excluding Someone from your Will: When a loved one passes away, this can be a devastating time for friends and family. However feelings of grief can soon turn to spite when they realise they have been written out of a […]

How do I choose an executor?

How do I choose an executor? 22nd November 2023Siobhan Rattigan-Smith0 Choosing an executor for your will is a crucial decision that requires careful consideration. An executor is responsible for managing your estate and ensuring that your wishes are carried out after your passing. To help you make an informed choice, this article will outline some […]

What Happens if a Will Is Lost?

What Happens if a Will Is Lost? 24th March 2023Manisha Chauhan0 As we know, a Will takes effect on death, so it’s important to keep it safe for when it’s needed. Some may choose to store their Will with their will writer, a solicitor, at their bank or with a professional storage company such as […]

Thinking you don’t need a Will

  Thinking you don’t need a Will By Graham Hinitt 13 November 2023 How many times have we heard people say things like ‘I don’t need a Will, my wife will just get everything’ or ‘I don’t need a Will, Thinking you don’t need a Will I don’t have any money’?  Every person over the […]

What is Inheritance Tax?

What is Inheritance Tax? By Graham Hinitt 25th November 2023 In 2021-2022, HMRC received £6.1billion pounds in Inheritance Tax revenue – up 14% from the previous tax year. The Financial Times highlights how It is not just a problem for the super-wealthy. Many ordinary families are often hit by an unexpected inheritance tax bill because of […]

How to sign your Will correctly!

How to sign your Will correctly! By Graham Hinitt 25 November 2023 Knowing how to sign your Will correctly is important. You may not be aware that the law in England and Wales contains rules about how you must sign your Will.  If you don’t follow the rules as per s.9 of the Wills Act […]

Is your will up-to-date?

Is your will up-to-date? By Graham Hinitt 5th December 2023 Is your will up-to-date? It’s easy for years to fly past but it’s vital that you check your will regularly to make sure it is up-to-date and reflects your wishes. Here’s a guide to some of the key reasons why you may need to update […]

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