It may be possible to reduce the amount of tax payable on inheritance if advice is taken in advance and a will is made.
The disposition of a person's estate after death is governed primarily by the person's will or, if no valid will exists, by the laws of intestacy.
Why is making a will important?
  • Without a will, there are certain rules which dictate how the money, property or possessions should be allocated.
  • Inheritance tax can be minimised when making a will.
  • Unmarried partners and partners who have not registered a civil partnership cannot inherit from each other without a will.
  • Making arrangements for children if one or both parents die.
  • It is particularly relevant when minor children are involved.
Contact Trust Matters today for more information on our Will writing service.

- 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

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Hill House, 5 Holywell Hill, St Albans, Hertfordshire, AL1 1EU


Telephone: 01727 737 610        

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

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