Individual Savings Accounts (ISAs) with Jason Adams

Call 01444251891

Individual Savings Accounts (ISAs)

An ISA (Individual Savings Account) can be used to save for anything, from short or long term saving to retirement planning, providing you with tax efficiency and flexibility.

Since the Chancellor announced the ground-breaking changes to ISAs in the March 2014 Budget, the ability to save more through greater flexibility and bigger tax breaks provides an increasingly attractive way to save for short or long-term up to the annual ISA allowance of £20,000 for 2018/19.

We create a personalised and well-diversified portfolio that is completely bespoke to you, and matches the risks that you as an investor are prepared to take. With a regular review, we will ensure that your portfolio is adjusted to reflect the ever-changing needs and markets.

JISAs (Junior Individual Savings Accounts) are a simple, flexible and tax-efficient way of saving for the younger generation.

  • The account must be opened by the child’s parent or guardian, although anyone can contribute

  • Up to £4,260 can be invested per child for the 2018/19 tax year

  • There is no personal taxation on any capital growth or income received

  • Investments are flexible, you can invest a lump sum or make regular contributions

  • Only the child can withdraw the money, and only after he or she is 18

  • The JISA account automatically becomes an ISA from the age of 18 if the money is not taken, with the child as the plan owner

  • The law has recently changed to allow parents to transfer Child Trust Fund accounts into Junior ISAs

To have an initial conversation with Jason,
please call 01444251891

Jason Adams – Senior Adviser

Jason Adams joined Wellesley in 2007 as an Adviser, and looks after both private and corporate clients. He specialises in investments, pensions and generational planning.

Jason’s role is very client-centric, and he especially enjoys the problem-solving aspect of what he does. Jason prides himself on the professional and close relationships he has built with clients from working so closely with them, and the trust and bond that this approach generates.

Out of Hours: Jason lives with his wife, Sarah, in Goring-by-Sea. He is a keen squash and golf player – provided they are followed by a pint of Guinness! Jason has a teenage daughter, Jade, with whom he spends a great deal of family time, and who keeps him on his toes!

Watch this short video to find out more about Richard Rochford or get in touch by calling 01444251891

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Wellesley & 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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The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.

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