Experts in · estate planning · legal wills · discretionary trust wills · inheritance tax
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Contact Details

Please telephone us on 01727 737610 or email info@trustmatters.co.uk and we will endeavour to get back to you within 24 hours.

Alternatively you can write to us at:

Trust Matters Ltd
Hill House
5 Holywell Hill
St Albans
Hertfordshire 
AL1 1EU

For us to be able to provide you with advice most relevant to your circumstances, it is always helpful if we are provided with as much information as possible about your financial circumstances.

If you are happy to do so, please complete the following Estate Review form. We will then be in a position to best advise you how we can be of assistance to you and your family and answer any questions that you may have. All information provided on this form will be confidential and will not be used for any purpose other than that stated.

SELFPARTNER/SPOUSE
NameName
Date of BirthDate of Birth
AddressTelephone Number
Fax Number
TownEmail Address
CountyNumber of Children
Post CodeNumber of Grandchildren

Estate Information (Amounts intended as a guide only)

 £ Self£ Partner/Spouse£ Jointly Owned
Family Home
Other Property UK
Other Property Abroad
Cars
Contents
Bank/ Building Society
National Savings / Premium Bonds
Tessas / Toisas
Gilt's
Peps
ISA's
Shares
Unit Trusts
Investment Bonds
Business Assets

Annual Income

£ Self£ Partner/Spouse£ Jointly Owned
Approximate Annual Income

General

I have the following Requirements / Questions
Can you e-mail the answer to meIf you prefer, download the Estate Review Document, complete it and send it to us.
Can you answer via telephoneEstate Review.pdf


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Trust Matters Ltd, Hill House, 5 Holywell Hill, St Albans, Herts AL1 1EU
Telephone: 01727 737610 · Fax: 01727 737611 · e-mail: info@trustmatters.co.uk
Registered Office: Hill House, 5 Holywell Hill, St Albans, Herts AL1 1EU · Registered: Cardiff 2976527