Here at Trust Matters we specialise in saving families Inheritance Tax.
We offer advice and individual products that can be tailor made for your particular situation. Solutions range from mitigating your tax bill in seven years, two years, or in some cases, immediately.
These are particularly useful for larger estates or where, due to age or ill health, the seven year rule may be a particular problem.
We can review your Estate and possible liability to Inheritance Tax at no cost or obligation to yourself. Please download our Estate Review form (below), complete, and return to us either by post or e-mail and we will report back to you at our earliest opportunity.
How do I know if I have an Inheritance Tax problem?
- 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