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.

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.

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.

Probate

Probate

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

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.

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.

What We Do
Trust Matters Ltd was established in 1994. Since then, our team of Estate Planners and Financial Advisers in St Albans have helped thousands of married couples and individuals to:
 
- Reduce/eliminate the amount of Inheritance Tax payable by their children
 
 
- Recover Income Tax and/or defer Capital Gains tax
 
 
- Protect as much of their wealth as possible from divorce, bankruptcy and      later life care costs whilst retaining access and control to their savings
 
 
- Ensure their estate passes to those intended
 
- Avoid the pitfalls of intestacy
 
 
 
 
 
 
We look after in excess of 3,000 clients and have continued to develop our product range to achieve the goal of offering a truly full Estate Planning Service. Our belief is that Estate Planning should be a lifetime relationship with our clients and we pride ourselves in offering a service which measures up to this belief.

 

Our services give our clients the peace of mind that they have their affairs in order both during their life and for their beneficiaries after they have departed. We are always on hand for guidance and advice for them and their 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 ✦

 

 

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.

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.

For further information please call 01727 737 610

or download our latest brochure

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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

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