Our Services

Matrix Estate Planning provides a bespoke estate planning service to private clients. We operate from our base in Sheffield South Yorkshire, with our administration services being provided by our registered office in central London.

Matrix Estate Planning leaflets

April 19, 2022

Click to view leaflets ( Swipe right to return)

Matrix 5 Good Reasons to Make a Will

Matrix How to Review your Will checklist (2)

Matrix Lasting Power of Attorney

Matrix Choosing a Guardian

Matrix Discretionary Trust

Matrix Tax Overview DT

Matrix Protective Property Trust

Matrix Vulnerable Person Trust

Matrix Tax Overview VPT


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Will Writing

Lasting Power of Attorney

Inheritance Tax Planning


Mortgages/ wealth Management

Asset Protection / Discretionary Trust

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