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.
Trusts are not regulated by the Financial Conduct Authority
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