Much of Alex’s work involves comprehensive planning, helping clients create and protect wealth. He particularly enjoys helping clients ensure they are tax efficient via various income and inheritance tax strategies.
In his spare time, Alex and his family enjoy motorcycling, mountain biking, playing the guitar and going to the gym.
“I love seeing the positive difference my work makes to people’s lives and knowing they have a sound financial plan to give them a secure future.”
- Saving clients £120,000 in Inheritance Tax whilst simultaneously providing them with an extra £12,000 per year of income which they required in retirement.
- Through the use of Trusts, restructuring a client’s assets to save £124,000 in Inheritance Tax and ensure “bloodline succession” – ensuring all of their wealth passes on through the family and preventing it being “lost” through future separations and divorces.
- Consolidation of clients investment and pension plans to ensure they can not only achieve all their goals in retirement (such as new cars and special holidays) but also using available tax rules to increase the values of their plans and allow all of their wealth, including Pensions, to ultimately be able to pass to their children without any Inheritance Tax.