Tax and Later Life Planning with with Ian Howard

Call 01444251884

Inheritance Tax (IHT) and Later Life Planning

Thanks to better medical care and healthier lifestyles, we have the prospect of living longer. But while an increase in life expectancy may seem like good news on the face of it, it has to be recognised that there are a number of financial implications that go with it.

Our later life planning advice enables you to plan for IHT (Inheritance Tax) by providing monetary gifts to your loved ones and securing an income to help cover your long term care costs.

We are committed to helping people meet their financial needs throughout their lifetime and long term care planning is no exception. Planning for later life gives peace of mind enabling you to plan your IHT exposure, make gifts to your heirs during your lifetime and secure a pre-set income should you need long term care in the future.

Its key benefits are:

  • Safely making monetary gifts to your loved ones

  • Inheritance Tax exposure can be reduced or even eliminated

  • To help you to safeguard against costs, you can arrange a pre-set income for life if required

  • Keeping control of your money

  • Benefit from the use of gifts and trusts

Trusts are not regulated by the Financial Conduct Authority

To have an initial conversation with Ian,
please call 01444251884

Ian Howard – Senior Adviser

Ian Howard has been with Wellesley since 2006, and has been in the industry since 1990. People often ask Ian what he does: he says, simply, “I help people”.

With such a myriad of choices out there, Ian always asks clients what it is they do or don’t want to do, and takes it from there. Once he’s established a relationship with a client, he likes to keep in touch regularly to stay up to date with their interests – once they’re happy, he’s happy!

Out of Hours: Ian is married to Julie, and they live in East Preston with their two young sons, Louis and Harry, as well as Sid the dog. He would like to find some free time, however, being a Nottingham Forest fan, it’s probably best not to spend too much free time following sport!

Watch this short video to find out more about Ian Howard or get in touch by calling 01444251884

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Wellesley Wealth Advisory & St. James’s Place Wealth Management

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

Our Approach

Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

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