An ISA can be used to save for anything, from short or long-term saving to retirement planning.
With concerns around the pace of inflation against your investments, is a sustainable income still achievable?
Offshore investments are often an attractive option to people where a parent has provided capital to a minor.
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.
St. James’s Place have created risk-related growth and income portfolios from the range of funds available.
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.
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Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH
Making a gift of money or assets can be a valuable exemption from Inheritance Tax.
Without careful planning, HM Revenues & Customs could become the biggest beneficiary of your estate.
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.
JISAs (Junior Individual Savings Accounts) are a simple, flexible and tax-efficient way of saving for the younger generation.
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.
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.
The generous tax reliefs allocated within pension arrangements means that they play an important role in tax planning.
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.
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.
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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