Phil Jelly

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.

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).
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By |2018-06-21T11:42:09+01:00June 15th, 2018|The Wire Summer 2018|Comments Off on Charitable giving: Reducing Inheritance Tax