Experts in · estate planning · legal wills · discretionary trust wills · inheritance tax
Reduce the
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Inheritance Tax
your beneficiaries
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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.

 

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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