Inheritance Tax Planning

Inheritance Tax Planning

It is sensible and reassuring to make plans for your family's financial future, and the earlier you consider doing so, the more chance you will have of utilising all of the tax opportunities available to you.

A complete Estate Planning Service

A complete Estate Planning Service

We understand that each individual has different intentions and requirements, and our bespoke succession planning ensures an efficient and cost effective transition to the next generation.

Financial Advice in St Albans

Financial Advice in St Albans

Tailored and bespoke solutions to your financial requirements. Visit our blog for up to date news.

Boardroom Briefings

Boardroom Briefings

We run monthly boardroom briefing events here in St Albans with various speakers, providing you with key technical information on estate planning and keeping you up to date with new opportunities.

Tax Efficient Investments

Tax Efficient Investments

Whether you would like to recover Income Tax paid in this or the previous year, or defer Capital Gains Tax owed following the sale of a property or investment, we have the solution for you.

Lasting Power of Attorney

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets the ‘donor’ appoint one or more people (known as ‘attorneys’) to help you make decisions or to make decisions on your behalf.

Probate

Probate

Guiding you through the probate process painlessly and efficiently, without the expensive legal fees.

Boardroom Briefings

Would you like to learn more about our flexible

inheritance tax solutions or find out about the variety of

tax-efficient investments available to you?

Then come along to one of our FREE boardroom briefings.

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All of our briefings are followed by a professionally prepared lunch at an award winning local restaurant.

We have our own private car park for your convenience.

To book your place, please email info@trustmatters.co.uk

 or alternatively call 01727 737 610.

Residence Nil Rate Band

Does your family qualify?

 

Please call 01727 737 610 or email info@trustmatters.co.uk for more information.