- 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 ✦
When someone dies leaving assets of over £5,000 their family or representatives must apply for 'Probate' in order to gain access to these assets and distribute them in accordance with the deceased will.
The process involves making an inheritance tax return to HMRC and paying any inheritance tax due, finalising tax affairs and pensions, calculating the estate value from the deceased's assets including banks, building societies and investments held, distributing money or gifts due to beneficiaries and preparing accounts for the estate.
Here at Trust Matters we know that at an already stressful time, probate can be difficult and time-consuming. We can guide you through the probate process painlessly and efficiently, without the expensive legal fees.
What I Own and Where it is Kept
In our capacity as Independent Financial Advisers we aim to hold as much comprehensive information about our clients as they wish to disclose which ultimately makes the administration of probate simpler both for us and the family hence reducing charges to a level we have found to be significantly lower than any Solicitor who is not in that privileged position.
For the last couple of months we have been focusing on the compilation of a comprehensive document which I am now able to provide called ‘What I Own and Where it is Kept’.
I would recommend you give this document your serious perusal as ultimately it will be of benefit to those you leave behind. I feel certain you will find it useful.
Whilst I appreciate it may represent a considerable amount of your time to complete all sections it will then be a far simpler matter to update it as necessary.
If a loved one has recently passed we also care for families via our dedicated family funeral service.
For more information on our family funeral services please visit www.trustmattersfunerals.co.uk
For further information please call 01727 737 610
or download our latest brochure