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.
 
Wills

- 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        
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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