Trust Matters Financial Services Ltd

Trust Matters Financial Services Ltd Our Estate Planning services give our clients the peace of mind that they have their affairs in orde Trust Matters Ltd was established in 1994.

Since then, our team of Estate Planners and Financial Advisers in St Albans have helped thousands of married couples and individuals to:

- Reduce/eliminate the amount of Inheritance Tax payable by their children

- Recover Income Tax and/or defer Capital Gains tax

- Protect as much of their wealth as possible from divorce, bankruptcy and later life care costs whilst retaining access and contr

ol to their savings

- Ensure their estate passes to those intended

- Avoid the pitfalls of intestacy

We look after in excess of 3,000 clients and have continued to develop our product range to achieve the goal of offering a truly full Estate Planning Service. Our belief is that Estate Planning should be a lifetime relationship with our clients and we pride ourselves in offering a service which measures up to this belief. Our services give our clients the peace of mind that they have their affairs in order both during their life and for their beneficiaries after they have departed. We are always on hand for guidance and advice for them and their family.

Happy New Year to you all!For the last couple of months we have been focusing on the compilation of a comprehensive docu...
07/01/2020

Happy New Year to you all!

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 am sure you will remember the quotation by Benjamin Franklin in 1789 “in this world nothing can be said to be certain, except death and taxes” nothing seems t

06/03/2019

Financial advisor Graham Hearnden from Trust Matters explains what the residence nil rate band allowance is and how parents can reduce inheritance tax when leaving property to their direct descendants.

06/03/2019

St. Albans financial advisors Trust Matters will hold an event next month to explain how they can reduce your inheritance tax liability.

Address

5 Holywell Hill
Saint Albans
AL11EU

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