Tax and Later Life Planning with Stephen Gabbitas

Call 01444251882

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

To have an initial conversation with Stephen,
please call 01444251882

Stephen Gabbitas – Senior Adviser

Stephen Gabbitas is a Chartered Financial Planner with over thirty years’ experience in the industry. His expertise lies in investments, pensions and inheritance tax planning.

Stephen believes that it is crucial to align your legal needs with your investment strategy, and that’s what he’s here to help you do. The biggest motivating factor across Stephen’s career has been to help others achieve success, and he gets a great deal of pleasure from seeing others doing well.

Qualifications: FPFS, Chartered Financial Planner, Dyke Golf Club

Out of Hours: Stephen is a Trustee of the Wellesley Charitable Foundation. He lives with Sally in Henfield – they enjoy walking their dogs on the nearby South Downs. Stephen is also a member at the challenging Dyke Golf Club and also at The Drive Bowling Club. Other leisure time activities include gardening, cooking and getting away in his motorhome whenever possible.

Watch this short video to find out more about Stephen Gabbitas or get in touch by calling 01444251882

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Wellesley Wealth Advisory & St. James’s Place Wealth Management

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

Our Approach

Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

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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Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.