Inheritance Tax Planning

Inheritance Tax Planning

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

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.

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 effectvie transition to the next generation.

Financial Advice in St Albans

Financial Advice in St Albans

Tailored and bespoke solutions to your financial requirements.

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.

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.

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.

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.

Changes to Lasting Power of Attorney

​​ The Office of the Public Guardian promised it would simplify the Lasting Power of Attorney form this year. Whilst it was originally hoped that the OPG would merge the Property & Financial Affairs form with the Health & Welfare form to reduce the cost of setting up both, this has not happened but still some progress has been made. The OPG has advised that the new forms for both property and financial affairs LPAs and health and welfare LPAs will be simpler and clearer. From the 1st July 2015 the new style forms: Reduce the number of certificate providers needed to one Remove the requirement to notify someone of the registration and leaves this as optional – it is part of the LPA Encourage

Why should I care about Inheritance Tax?

“Inheritance Tax is, broadly speaking, a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue” (Roy Jenkins MP) Not many of us will consider how inheritance tax will affect us in our later years, some of us don’t think that we have an inheritance problem, and even more of us think that there isn’t much we can do about it. In actual fact, now more than ever, an increasing number of families are leaving their children with a huge tax bill to pay instead of a modest inheritance, the exact opposite of what they intended. You may be thinking.. “I am still young, I do not need to worry about this for a while!”. In most cases, we can help to minimise your

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Email: info@trustmatters.co.uk
 

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