January 6, 2020

For the last couple of months we have been focusing on the compilation of a comprehensive document which I am now able to provide called ‘What I Own and Where it is Kept’.

September 24, 2019

We specialise in inheritance tax planning and helping clients arrange their money to work smartly and efficiently - allowing you to pass on as much of your wealth as possible to your family after you’re gone.

November 27, 2018

In the 2015 Summer Budget, the previous Chancellor of the Exchequer, George Osborne, announced the introduction of a new extension to the Inheritance Tax nil rate band for residences, with effect from April 2017.

You could save your family as much £140,000 in Inheritanc...

August 21, 2018

The key to this success in inheritance tax avoidance was careful planning. Here, we summarise some of the key points regarding the tax.

January 22, 2016


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 de...

Please reload

Featured Posts

Why should I care about Inheritance Tax?

June 25, 2015

Please reload

Recent Posts
Please reload

Please reload

Home About us | Professional Introducer| Privacy Contact 

Hill House, 5 Holywell Hill, St Albans, Hertfordshire, AL1 1EU


Telephone: 01727 737 610        
Email: info@trustmatters.co.uk

© 2020 by Trust Matters Group  

Trust Matters Financial Services Ltd is authorised and regulated by the Financial Conduct Authority

  • Facebook Social Icon
  • Twitter Social Icon