Our amazing Matrix clients

May 12, 2024

Our amazing Matrix clients

As we approach the halfway mark of 2024, we wanted to take a moment to reflect on what our amazing clients at Matrix Estate Planning Limited have been up to over the last six months.

One of the most common tasks our clients have been tackling is arranging a lasting power-of-attorney. During these meetings, we always make sure to address any concerns our clients may have regarding inheritance tax or the potential need to sell the family home. It’s also the perfect opportunity to review their will and ensure that everything is in order for the future.

A popular choice among our clients has been to include a protective property trust in their new will. This trust serves to safeguard the family home from potential future care fees, providing peace of mind for both our clients and their loved ones.

In addition to addressing inheritance tax and care fees, we also provide guidance on drafting advanced decisions to refuse treatment and preparing a letter of wishes for trustees and attorneys. These documents are essential in ensuring that our clients’ wishes are carried out in the event of incapacity or end of life.

At Matrix Estate Planning Limited, we strive to make the estate planning process as smooth and stress-free as possible for our clients. By addressing all aspects of their estate planning needs, from wills to lasting power-of-attorney, we ensure that their wishes are carried out in the most tax-efficient and effective manner possible.

So, if you’ve been putting off your estate planning, now is the perfect time to get started. Our team at Matrix Estate Planning Limited is here to guide you through the process and help you create a plan that meets your unique needs. Don’t wait until it’s too late – start planning for the future today!

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