Accessing the cash locked away in your property
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.
Financial Advice in St Albans
Tailored and bespoke solutions to your financial requirements. Visit our blog for up to date news.
Guiding you through the probate process painlessly and efficiently, without the expensive legal fees.
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.
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.
Equity Release, also known as a lifetime mortgage, is a mortgage secured against your home, which allows you to release a cash-lump sum from the equity (or value) held in your property.
With a lifetime mortgage, you retain ownership of your home and can still benefit from any price increases.
You may wish to consider this option if you are asset rich.
People enter into lifetime mortgages for a variety of reasons including:-
Extra spending money
Gifting to family during lifetime
Purchasing a new car
Helping children onto the property ladder
University/private school fees
You have the option to pay the interest, reduce capital or let the debt roll up.
At Trust Matters we are fully qualified to advise on lifetime mortgages.
We research the market in order to find you the best product and interest rate.
Contact us today to see if a lifetime mortgage is right for you and your family.
- Financial Advisers in St Albans -
Planning tailored to suit you
✦ Confidential Financial Advice ✦
✦ Inheritance Tax Planning ✦
✦ Flexible Trusts ✦
✦ Tax Efficient Investments ✦
✦ Wills & Will Trusts ✦
✦ Probate Advice ✦
✦ Deeds of Variation✦
✦ Lasting Powers of Attorney ✦
✦ Pre-Paid Funeral Plans ✦
For further information please call 01727 737 610
or download our latest brochure