Tag: The need for a Power of Attorney

DISCRETIONARY TRUSTS

DISCRETIONARY TRUSTS Protect your home and assets today. Be in complete control to take care of your family Many homeowners want to ensure that their home is protected for generations to come. So, understanding how a trust can help protect and manage your home in a way that benefits you and your loved ones, is […]

Social Care: fees Assessment

Social Care: fees Assessment By Graham Hinitt DipPFS of Matrix Estate Planning 20th January 2024 We receive many queries daily on care fees assessment and how a home can be protected from care fees and whether it counts towards the means test carried out by the local authority, so we thought we would put together […]

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 […]

Guardianship in Your Will

“Guardianship in Your Will: Ensuring Your Child’s Future with Matrix Estate Planning” In life’s intricate tapestry, securing your children’s well-being is paramount. Matrix Estate Planning understands the profound responsibility of safeguarding your loved ones. Our estate planning services encompass Guardianship in your will, providing a thoughtful and secure path forward. **The Importance of Will Guardianship** […]

Why Unmarried Couples in the UK Need Matrix Estate Planning”

In the intricate tapestry of life, Graham Hinitt, director and Estate Planning Practitioner at Matrix Estate Planning, understands that love often weaves its patterns across different relationships. For unmarried couples in the UK, however, the legal landscape might not mirror the depth of emotional connections. Let’s delve into the reasons why Graham recommends considering a […]

Understanding Lasting Power of Attorney in Estate Planning

Empowering Your Future: Understanding Lasting Power of Attorney in Estate Planning Estate planning is a crucial aspect of securing your legacy and ensuring that your wishes are respected even if you’re unable to make decisions for yourself. One powerful tool in this realm is the Lasting Power of Attorney (LPA). In this blog post, we’ll […]

Law Superstore

Law Superstore Website has created a surge of new enquiries for Matrix Estate Planning Matrix Estate Planning is pleased to announce its collaboration with the Law Superstore Comparison website, signifying a noteworthy expansion of our estate planning services. As a full member of the Society of Will Writers and the Chartered Institute, and bolstered by […]

Mortgage Landscape: Navigating the Market

Informed decisions are the best decisions In the dynamic landscape of mortgages, making informed decisions becomes paramount, especially for UK homeowners grappling with increased interest rates and higher monthly payments. At Matrix Estate Planning, we understand the challenges you face, and we’re here to guide you through the complexities of today’s mortgage market. Today’s mortgage […]

Advanced Decisions/Living Will with Lasting Power of Attorney

Advanced decision/living will Planning for your future care involves several essential legal documents, two of which are the Advanced Decision and Lasting Power of Attorney (LPA). These tools empower individuals to make critical decisions about their healthcare, ensuring that their wishes are respected, even when they might not be able to express them directly. In […]

LPA | property and Finance | health and welfare

In today’s rapidly changing world, it’s crucial to plan for your future, ensuring that your wishes and well-being are protected. At Matrix Estate Planning we understand the significance of empowering our clients to make informed decisions about their estate and personal affairs. This is why we stress the importance of having both a Property and […]

Matrix Estate Planning Ltd’s Inheritance Tax Specialists at Your Service

An inheritance tax bill is becoming a threat for more and more families amid soaring house prices and the frozen inheritance tax threshold. While most people won’t be affected by the tax, inheritance tax receipts have been increasing year-on-year – with HMRC collecting more than £7billion in the tax in 2022/23. Matrix Estate Planning inheritance […]

Unveiling the Future of Estate Planning

Unveiling the Future of Estate Planning: Matrix Estate Planning’s Online Services In an increasingly digital age, where convenience and accessibility reign supreme, Matrix Estate Planning Ltd emerges as a trailblazer in the realm of estate planning. With an unwavering commitment to providing top-notch services to its clients, Matrix Estate Planning has taken a leap forward […]

Maximising an inheritance

Contemplating an inheritance: Your Path Forward with Matrix Estate Planning The passing of a loved one brings forth a mix of emotions. It’s a moment that blends the sorrow of loss with the acknowledgment of a financial legacy that demands attention. If you’ve been named a beneficiary in a will, you might consider using the […]

Partnership with Temis & Co, Spanish Solicitors

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

Social care

Understanding Lasting Power of Attorney in Social Care. Social care plays a vital role in supporting individuals with disabilities, physical ailments, and mental illnesses. Whether it’s practical assistance, personal care, or social work, these services aim to enhance the quality of life for those in need. One critical aspect of social care that individuals should […]

Tips for the reluctant executor

Being unexpectedly appointed as an executor can be overwhelming, especially when dealing with the loss of a loved one. If you’re a reluctant executor in the UK, there are steps you can take to navigate the probate and estate administration process. Matrix Estate Planning Ltd can provide professional assistance tailored to your needs. Read on […]

Make a tax efficient gift to your children

Why should your children have to wait to receive their inheritance if you are in a position to give them a large  portion of it now? You and your spouse have enough money for retirement and would like to see your children and grandchildren enjoy life and make the most of the wealth you have […]

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