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.
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