Experts in · estate planning · legal wills · discretionary trust wills · inheritance tax
Reduce the
amount of
Inheritance Tax
your beneficiaries
will have to pay.
  
WillsWill Trusts
Lifetime Trust ArrangementsDeed of  Variation
Specialist ProductsTrust Matters Seminars

Trust Matters Discretionary Will Trust Arrangement
Applicable to all individuals and married couples

The benefits of placing assets into a Trust Matters Discretionary Will Trust on
1st and 2nd death are;

  • Control for the surviving spouse

  • Unrestricted access to the trust fund for the surviving spouse

  • Protection from means testing for Later Life Care costs

  • Protection from the future generations divorce proceedings

  • Protection from the future generations creditor problems

  • Inheritance Tax savings for your grandchildren

  • Assets are free from Inheritance Tax for up to 80 years

  • Perpetuity clause in the event of the death of all beneficiaries

  • The ability to exclude specific individuals as beneficiaries

  • Wide trustee powers

If you would like to discuss how Trust Matters can be of assistance to you please telephone us on 01727 737610 or email info@trustmatters.co.uk and we will endeavour to get back to you within 24 hours.

Full contact details and our Estate Review form can be found here.


Gift, Loan and Discounted Gift Trust schemes


If your estate is valued in excess of £624,000 (for a married couple), you will currently have an Inheritance Tax liability and a proportion of your estate will not go to those intended. Your beneficiaries will also have to pay the liability before they have access to your estate. However, you could utilise one of the following schemes during your lifetime:

  • Gift scheme – provide funds for your beneficiaries to meet the liability and reduce the Inheritance Tax on your estate. Click here for more details.
     
  • Loan scheme – provide funds for your beneficiaries to meet the liability and retain a right to capital and income. Click here for more details.
     
  • Discounted Gift Trust - provide funds for your beneficiaries to meet the liability, retain a right to income and potentially achieve immediate Inheritance Tax savings.
    Click here for more details.

These will require a face-to-face meeting. Please telephone us on 01727 737610 or email info@trustmatters.co.uk to arrange a mutually convenient time and date.

 

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

Get your own
FREE copy NOW!

Email:
Name:



NEXT SEMINAR
To be advised

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