Financial Advice in St Albans
Tailored and bespoke solutions to your financial requirements. Visit our blog for up to date news.
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.
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.
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.
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.
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