Phil Jelly – HFMC Asset Managment

About Phil Jelly

Private Client Director: Phil has worked at HFMC Wealth since 2007 and moved into the role of a Private Client Director in 2012. He loves meeting people and taking the time to understand what is most important to them and to their families.

9 potential Inheritance Tax changes to look out for
Gallery
9 potential Inheritance Tax changes to look out for

The Wire Autumn 2019

9 potential Inheritance Tax changes to look out for

Single annual personal gift allowance - I recommend reviewing the level of gifting that you are currently making to make best use of this valuable exemption whilst available…
Read more

By Phil Jelly|2019-09-13T10:50:12+01:00September 12th, 2019|The Wire Autumn 2019|0 Comments

Probate fees increase 3,770% for larger estates
Gallery
Probate fees increase 3,770% for larger estates

The Wire Winter 2018

Probate fees increase 3,770% for larger estates

A controversial ‘stealth death tax’ has been introduced on top of Inheritance Tax. The significantly increased probate fee could cost your estate thousands, but is there anything you can do to avoid it?...
Read more

By Phil Jelly|2018-12-21T11:13:11+00:00December 13th, 2018|The Wire Winter 2018|0 Comments

Charitable giving: Reducing Inheritance Tax
Gallery
Charitable giving: Reducing Inheritance Tax

The Wire Summer 2018

Charitable giving: Reducing Inheritance Tax

All charitable giving is tax-free, but when including a charity in your will, the donation amount won’t be counted towards your total estate value when considering Inheritance Tax (IHT).
Read more

By Phil Jelly|2018-06-21T11:42:09+01:00June 15th, 2018|The Wire Summer 2018|Comments Off