Matrix Capital Financial Planning

21/07/2026

Our Managing Director, Robin Melley, quoted in today’s Daily Mail on whether an attorney appointed by a lasting or enduring power of attorney can sack the accountant or financial adviser and appoint replacements.



Advising Families STEP

I hold joint power of attorney for a family friend with dementia. She already had an accountant and financial adviser she's known for years. The trouble is neither is any good.

14/07/2026

This article published by Advising Families on vulnerable persons trusts (also known as as disabled persons trusts) can be very valuable to family members who qualify.

They are an alternative way of protecting assets for people in vulnerable circumstances and preserving the value of any means tested benefits.

Get in touch if you need further information by calling our in house Trust and Estate Practitioner, Robin Melley on 01746 712900

25/06/2026

An article written my Robin Melley, published by Advising Families, that will be of interest to anyone grappling with inheritance tax.

The changes to Business Relief, Agricultural Property Relief and the inclusion of pensions in the taxable estate, has shone a light on the need for professional advice

Can you use life insurance to pay an inheritance tax? 🤔
In this article by estate planning specialist Robin Melley TEP from Matrix Capital you can learn more about:
☑️How life insurance can help with inheritance tax
☑️Types of arrangement – whole of life cover and seven-year term policies for gifts
☑️Things to consider – pros and cons of the different options

📖Read more in the article – link in bio.
📞Speak to an estate planning specialist – link in bio.

07/05/2026

https://matrixcapital.zohorecruit.eu/jobs/Careers/92348000000653004/Senior-Financial-Planner?source=CareerSite

Matrix Capital This role is for an experienced Financial Planner who sees financial planning as a profession, not a sales activity. We are seeking a s