Specialist
Products
At
any time Trust Matters Limited has individual products that can be tailor made
for your own situation. These are particularly useful for the larger estates or
where, due to age or ill health, the seven year rule may be a particular problem. The
following arrangements are currently available: - -
To remove assets for Inheritance Tax purposes immediately
- To
remove assets for Inheritance Tax purposes after two years
- To
remove assets for Inheritance Tax purposes, whilst retaining access to capital
and income
We are happy to discuss these
on an individual basis with you.
If you are interested
in arranging for a financial review of your current arrangements please contact
us on 01727 737610 or email info@trustmatters.co.uk. |