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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.

 

Inheritance Tax

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 âœ¦

 

✦ Inheritance Tax Planning ✦

 

✦ Flexible Trusts âœ¦

 

✦ Tax Efficient Investments âœ¦

 

✦ Wills & Will Trusts âœ¦

 

✦ Probate Advice âœ¦

 

✦ Deeds of Variation✦

 

✦ Lasting Powers of Attorney âœ¦

 

✦ Pre-Paid Funeral Plans ✦

For further information please call 01727 737 610

or download our latest brochure

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