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.

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For further information please call 01727 737 610

or download our latest brochure

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.

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.

- 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 ✦

 

 

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
 

© 2018 by Trust Matters Group  

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

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