Experts in · estate planning · legal wills · discretionary trust wills · inheritance tax
Reduce the
amount of
Inheritance Tax
your beneficiaries
will have to pay.

Welcome to Trust Matters
Whilst recent legislation has changed, many families will still pay significant sums in Inheritance Tax unnecessarily. Where family assets, including your house, exceed £624,000
the balance of your estate is taxed at 40%.

Where family assets, including your house, are worth up to £624,000, by taking no action you might simply be creating an unnecessary Inheritance Tax liability for your future generations.

Since 1994 Trust Matters has helped thousands of married couples and individuals.

Trust Matters can help you to .... 
  • Reduce the amount of Inheritance tax your beneficiaries will have to pay

  • Ensure your estate passes to those intended

  • Protect as much as possible of your estate from later life care costs, divorce and bankruptcy.
  • Ensure your estate is not taxed again and again down the generations

  • Retain total control in your own hand

  • Avoid the pitfalls of intestacy


Wills

simple and effective
 

Will Trust

our Will Trust combines a Will and a Trust in one comprehensive 24 page document
   


Lifetime Trust

helps reduce your Inheritance Tax liability during your lifetime

 

Deed of Variation
our Deed of Variation allows the creation of a Discretionary Trust arrangement retrospectively
   

Specialist Products

 

Seminars

Attend one of our free,
no obligation
Estate Planning seminars

FREE
" 10 ways to start reducing your Inheritance Tax liability today."

Get your own
FREE copy NOW!

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wish us to contact
you by telephone.

NEXT SEMINAR
16th September 2008
Marygreen Manor Hotel
London Road
Brentwood
Essex CM14 4NR

Call 01727 737610 to book your place

 

 

Trust Matters Ltd, Hill House, 5 Holywell Hill, St Albans, Herts AL1 1EU
Telephone: 01727 737610 · Fax: 01727 737611 · e-mail: info@trustmatters.co.uk
Registered Office: Hill House, 5 Holywell Hill, St Albans, Herts AL1 1EU · Registered: Cardiff 2976527