Tax Planning

Tax planning is an important factor within an individual’s financial future in both the short and long term. If you also own part or all of a company, it can become even more important with both personal and corporate tax legislation to be aware of.

Taxation has become more complex and more changeable than ever before.

Robust and prudent tax planning can make a significant impact on your future wealth – and it is important to keep on top of the ever-changing tax laws.

A tax planning strategy needs to be reassessed on a regular basis.

Our wealth managers are expert tax planners and are on hand to help you tax plan for the first time or review your current situation.

If you’d like to speak to a wealth manager, please call 01270 250800 for an initial free consultation or click on the button below to submit a contact form.

Alextra Wealth Management can assist in the following key areas of financial planning for now and the future.

Personal Financial Planning

Business Financial Planning

Wealth Creation, Management and Protection

Retirement Planning

Investment Risk Management

 

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
home reversion plan. To understand the features and risks, ask for a personalised illustration.

 

If you’d like to speak to a financial planner, please call 01270 250800 for an initial free consultation or click on the button below to submit an enquiry.

 

Alextra Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Alextra Wealth Management Ltd is registered in England and Wales under reference: 05541620. Registered and trading office address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.