Tax and Later Life Planning with Piers Bonnett

Call 01444251885

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

Trusts are not regulated by the Financial Conduct Authority

To have an initial conversation with Piers,
please call 01444251885

Piers Bonnett – Senior Adviser

Piers Bonnett has over 24 years’ experience as a Financial Adviser, qualifying as a Chartered Financial Planner in 2012, and subsequently becoming a Fellow of the Chartered Insurance Institute. His expertise lies in inheritance tax planning and retirement solutions.

Piers was invited to join Wellesley in 2011, as he enjoys working closely with clients to achieve their objectives, building a long and trusting relationship. He prides himself on making complex planning understandable to all.

Out of Hours: Piers loves cars, is a keen squash player and runs a large Scout group in Burgess Hill, where he lives. Piers is married to Karen, and they have two sons, Dan and Mikey. Finding a balance between work and family life is very important to Piers – and his family! He has also recently taken up golf, but needs plenty of practice if you fancy a game!

Watch this short video to find out more about Piers Bonnett or get in touch by calling 01444251885

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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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