Tax and Later Life Planning with Paul Wren

Call 01444251893

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

  • bennefit from the use of gifts and trusts

To have an initial conversation with Paul,
please call 01444251893

Paul Wren – Senior Adviser

Paul Wren started his career in financial services as a qualified Mortgage Adviser, working for large estate agent groups until he moved into financial planning in 2008.

He worked for large banks including HSBC and Barclays, until being asked to join Wellesley in 2015. Now, as an Adviser, Paul specialises in inheritance tax planning and retirement planning.

Out of Hours: Paul lives in Reigate with his wife, Helen, and his two children, Faith and Eddie. He really enjoys spending time with his family and has a love of technology.

Watch this short video to find out more about Paul Wren or get in touch by calling 01444251893

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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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