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.

Helping to build positive impact, charity and philanthropy into our lives

Since its inception, the Veloce charity track day has been one of the ways that we work with our community and support our charitable endeavours…
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By |2019-12-20T11:19:37+00:00December 19th, 2019|The Wire Winter 2019|0 Comments

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