January - 2016

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

Who decides when you can't?

Lasting Power of Attorney (LPA) An LPA is a document that you sign to appoint Attorneys (often family members) to act for you should you, for any reason, become unable to manage your own financial affairs, or you were too ill to deal with your own health and welfare decisions. Whilst a Will ensures that your estate is distributed according to your wishes when you die, an LPA protects your assets and you by authorising Attorneys chosen by you to deal with your affairs on your

Trust Matters Financial Services

St Albans, Hertfordshire

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

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

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

Tailored and bespoke solutions to your financial requirements.

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

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

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

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

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

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.

Who decides when you can't?

Featured Posts

Why should I care about Inheritance Tax?

Recent Posts

What I Own and Where it is Kept

Why you should start thinking about your inheritance tax today and how the right advice can help you

Residence Nil Rate Band - Does your family qualify?

Inheritance tax: what’s the law and how can you reduce the amount you pay?

Who decides when you can't?

Do I need to make a will?

Changes to Lasting Power of Attorney

Why should I care about Inheritance Tax?

Archive

Telephone: 01727 737 610

Email: info@trustmatters.co.uk