Register to attend our latest live online seminars
Inheritance tax planning
You will learn the basics of IHT, allowances that can be utilised, as well as potential solutions as to how this can be mitigated.
Here we cover the new Pension Freedom rules, what you can do and why you should do it. We will discuss your retirement income options and how this money is dealt with upon passing.
About Your Speakers
Piers 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!
Ben started his career in financial services in 1993 as a Trader on the London International Financial Futures and Options Exchange (LIFFE), before moving on to work for NatWest and Nationwide as a Financial Adviser.
Ben was invited to join Wellesley in 2014, and specialises in holistic financial advice, with a heavy focus on the areas of Inheritance Tax and Retirement Planning.
Out of Hours: In his spare time, Ben enjoys playing football, travelling and scuba diving. Ben is married to Amanda, and they have two sons, Luca and Zac.
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