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