Tax Planning
Tax Planning
Are you taking advantage of all tax allowances available to you? Are your investments or your estate protected from unnecessary taxation? At Alextra Wealth Management, we offer tax planning services that will help you to take advantage of all available allowances and protect your wealth. Whether you’re looking to spend today or plan for tomorrow, we’ll give you the confidence that your wealth is secure and being managed tax-efficiently.
How We Can Help
Most of us are affected by the complex web of taxes at some point in our lives. From income tax to inheritance tax, we all have tax obligations that we must fulfill. Planning for the future, whether it’s retirement or passing on your wealth requires careful tax planning that ensures you are taxed fairly for the financial decisions you make throughout your life. Our highly experienced tax specialists are experts in all tax fields and will provide tailored advice that ensures you meet your tax obligations with the least impact on your wealth and security.
Maximise and Protect Your Wealth
Capital gains tax is payable on any gains you make from the sale of assets. This might be in the form of property, stocks, shares, etc. There are many different tax planning options and reliefs available, and we’ll ensure you are taking advantage of the reliefs that are available to you. Our mission is to minimise your tax liability and bill while ensuring you are meeting your tax obligations to the full.
Estate and Inheritance Planning
Our focus is on growing your wealth and preserving it for future generations. Part of our strategy is to reduce the impact of inheritance tax (IHT). Through careful planning, we can help to ensure your hard-earned money stays in the family. Every family has different needs and thanks to our in-depth knowledge of tax-efficient solutions, we help our clients achieve the right balance between living comfortably now and leaving a lasting legacy for the future.
Bespoke Tax Planning Services
When it comes to tax planning, there is no one-size-fits-all approach. That’s why we offer a bespoke tax planning service to suit the unique needs of every client. We integrate our tax planning services with our in-house accounting teams to provide a comprehensive range of services under one roof. From self-assessment returns and capital gains tax to inheritance tax and business taxes, Alextra can build a taxation strategy that yields the best results for you personally.
Ready to Get Started?
Helping our clients to keep their money away from the taxman (legally, of course) is one of the things we do best. Let us review your current situation and build a tax-efficient plan that is uniquely yours. Call us today to speak to our team and book a free discovery meeting.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE. TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE. TAX PLANNING IS NOT REGULARED BY THE FINANCIAL CONDUCT AUTHORITY.
Personal Finance
Planning
Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.
Business Financial
Planning
Together with our colleagues at Alextra Accountants, we can formulate a strategy for protecting and growing your business.
Wealth Creation
and Protection
We’re experts in wealth creation, management, and protection and will make your money work hard for you.
Pensions & Retirement
Planning
Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.
Investment Planning &
Risk Management
We’ll help you to get the balance between investment planning and risk management just right.
Tax Planning
Our taxation experts will help to ensure your money is working its hardest and that the tax you pay is fair.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire CW1 6EA Alextra Wealth Management Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Alextra Wealth Management Limited is entered on the FCA register (www.fca.org.uk) under reference number 808586.