Inheritance Tax Planning

Tailored succession planning enables the transfer of wealth to the next generation in a tax efficient manner.

Inheritance Tax can be substantial, payable at a rate of 40% on any assets held in a person’s estate over the nil rate band, which is currently £325,000.

Alextra provide an expert, careful, planning service, working closely with clients in order to provide advice which is specific to their long term plans.

This is a complex area affected by changes to: pension regulations, the state of the economy and inheritance tax. We are able adapt and manage these changes in order to help you achieve the best long term outcome possible for you and your family.

Please contact us to discuss your requirements.