How do I appoint Alpha Financial Management to mitigate my tax?

Firstly contact us using the enquiry form below or call us on 0151 949 1666.

You will be appointed your own Independent financial advisers specialising in inheritance tax planning.

It is important that when managing cash & borrowings we obtain the best rate of interest possible. This will include considerations of our clients' tax position, the type of financial institution, and the term over which the money is to be deposited and the amount of notice they are prepared to give should they subsequently need to access the cash.

We advise on:
Current Accounts
Deposit Accounts
Other types of cash investments, usually for larger amounts of £500k+

Making a Will is essential if you want to control where your money goes when you die. If you don’t make a Will the Law, not you, decides how your Estate is distributed. This may not reflect your wishes. The laws of intestacy mean that your Estate will not automatically pass to your spouse, and a common law spouse may get nothing at all.

Some people are quite unaware of the potential tax bill they leave to their family on the death of the second partner.

We can advise you on the potential amount of IHT that would be payable on your estate and more importantly, how you could reduce this.

The Financial Services Authority does not regulate will writing and taxation and trust advice.

How do I appoint Alpha Financial Management to advise me on Inheritance Tax?

Firstly contact us using the enquiry form below or call us on 0151 949 1666.

‘The FSA do not regulate taxation advice’.

Click here to view our Client Agreement.
Click here to view our Best Execution Policy.