Inheritance Tax & Trust
Estate planning conversations that help families think carefully about tax, trusts, gifts, family protection and long-term wealth transfer.
Alexander House
Inheritance Tax & Trust
Estate planning conversations that help families think carefully about tax, trusts, gifts, family protection and long-term wealth transfer.
- Families planning how wealth should pass between generations
- Clients with property, investment or business assets
- People who want inheritance conversations handled early and clearly
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- ✓Later-life clients who want to protect wealth while still keeping practical flexibility
- How inheritance tax could affect the estate
- Which allowances, gifts or trusts may be relevant
- How to balance tax planning with access and family needs
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- ✓How planning can support children, grandchildren, school fees and future care costs
- Annual gifts and allowances
- Potentially exempt transfers
- Spousal allowances
- Life assurance written under trust
- Family wealth planning
Map assets, beneficiaries and family objectives
Discuss suitable planning routes and their limitations
Coordinate next steps with legal or tax professionals where required
Important to understand
Inheritance tax planning and trusts are not regulated by the Financial Conduct Authority.
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Talk to the team
Speak to Alexander House about your next financial decision.
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.