Later Life Planning2018-10-05T08:15:39+00:00

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 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.

The value of an investment may fall as well as rise. You may get back less than the amount invested. If the “income” taken exceeds the growth on the Plan, the capital will be eroded.

CONTACT US TODAY
Back

If you would like more information please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk

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

Goodwood Hotel - 31/01/2019
Investment & Inheritance Tax Planning Seminar
0
0
0
0
Days
0
0
Hrs
0
0
Min
0
0
Sec

Related Services

Gifts

Making a gift of money or assets can be a valuable exemption from Inheritance Tax.

FIND OUT MORE

Inheritance Tax

Without careful planning, HM Revenues & Customs could become the biggest beneficiary of your estate.

FIND OUT MORE

Long Term Care

Apart from the emotional cost, arranging care for yourself or a loved one is extremely complicated. Dealing with issues like Lasting Powers of Attorney* can cause stress.

FIND OUT MORE

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.

*Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.

INVEST TIME IN OUR NEWSLETTER

Please tick this box to confirm you would like to be contacted by Wellesley Wealth Advisory via email regarding our weekly newsletter/bulletin which could include promotional material. You can unsubscribe at any time by contacting us.