Planning For Your Future2018-11-02T15:16:58+00:00

Planning For Your Future

Plan for your future today with a dedicated adviser from Wellesley Wealth Advisory.

ISAs

An ISA can be used to save for anything, from short or long-term saving to retirement planning.

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Investment Bonds

With concerns around the pace of inflation against your investments, is a sustainable income still achievable?

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Offshore Investments

Offshore investments are often an attractive option to people where a parent has provided capital to a minor.

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Unit Trusts

A Unit Trust is suitable for those looking to gain capital and income in the medium to long term, providing a wide range of solutions.

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Growth & Income

St. James’s Place have created risk-related growth and income portfolios from the range of funds available.

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Attend a Seminar

Goodwood

January 31, 2019 @ 10:00 am - 1:00 pm

Fareham

February 5, 2019 @ 10:00 am - 1:00 pm

Uckfield

February 7, 2019 @ 10:00 am - 1:00 pm

VIEW ALL EVENTS

A knowledgeable advice service tailored to you and your specific needs.

At Wellesley, we support a wide variety of investment values.

Your financial future and available options can be confusing, view our frequently asked questions.

Goodwood Hotel - 31/01/2019
Investment & Inheritance Tax Planning Seminar
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Place your assets in safe hands

Gifts

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

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Growth & Income

St. James’s Place have created risk-related growth and income portfolios from the range of funds available.

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Inheritance Tax

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

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Investing for Income

We can provide you with a tailored portfolio that is completely bespoke to you. St. James’s Place funds invest in a wide range of asset classes.

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Junior ISA

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

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Later Life Planning

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.

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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.

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Maximising your Pension

The generous tax reliefs allocated within pension arrangements means that they play an important role in tax planning.

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Nearing Retirement

When approaching retirement age, the right type of advice can make a huge difference. Start to preparing your finances for retirement, at least two years before you retire.

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Planning Retirement

When you retire, depending on your type of pension, you have the option of taking up to 25% as tax-free cash from your pension savings.

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Self Invested Pension

Self-Invested Pensions Plans (SIPPs) enable you to save towards your pension in a tax efficient manner, with the added benefit of flexibility.

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Unit Trusts

A Unit Trust is suitable for those looking to gain capital and income in the medium to long term, providing a wide range of solutions.

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