Retirement And Pensions with Jason Adams

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Retirement And Pensions

The generous tax reliefs allocated within pension arrangements means that they play an important role in tax planning. Personal contributions to a pension currently qualify for Income Tax relief at the individual’s highest marginal rate and can also indirectly provide other tax advantages.

For example, using the Tapered Annual Allowance, carrying forward unused reliefs and optimising Lifetime Allowance protection opportunities.

A brief guide to help achieve your retirement goals

  • You can pay in a regular amount or make a one-off lump sum payment.

  • Other people can also make a contribution on your behalf – employers, partners or other family members can help you save for your retirement.
  • You can pay into a pension for someone else, for example your children (age restrictions apply).

  • If you die before you retire, the value of your plan could be paid as a cash lump sum to your beneficiaries.
  • The amount of tax relief you’ll receive depends on your individual circumstances.

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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