Our Services

Estate Planning  •  Will Writing  • Power of Attorney  •  IHT Planning
Trusts  •  Probate   •  Wealth Management  •  Mortgages

 

Strictly by appointment only please

Sheffield | Rotherham | Nottinghamshire

Explore our services below, designed to boost your estate’s tax efficiency, ensuring you leave the most to your beneficiaries while making estate planning cost-neutral for you.

1. Tax-efficient Will Writing: Crafting wills that minimise inheritance tax liabilities.

2. Trust Establishment: Setting up trusts to protect assets and reduce tax exposure.

3. Lifetime Gifting Strategies: Advising on gifting assets during your lifetime to lower estate value.

4. Tax Relief Advice: Identifying available reliefs and exemptions to optimise tax outcomes.

5. Inheritance Tax Planning: Comprehensive strategies to reduce inheritance tax burdens.

6. Asset Protection Planning: Safeguarding your estate from potential claims and taxes.

Matrix Estate Planning Limited are Sheffield Will Writer’s who ensure that your estate is as tax-efficient as possible, allowing you to leave a greater legacy for your loved ones.

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