Jane joined the firm as part of our graduate recruitment programme in 2002 and is now a chartered financial planner and manager within the team. She specialises in providing advice to individuals, trusts and companies on a broad range of financial topics, including investments, pensions and protection. Working closely with the firm's legal and tax experts, Jane is able to contribute to a multi-disciplinary approach that assists clients to maintain and grow the wealth of their family and to improve the prospects for their business. 

Jane has a range of qualifications, including a Diploma and Advanced Diploma in Financial Planning. She is a member of The Personal Finance Society and the Chartered Insurance Institute. Many of Jane’s qualifications focus upon planning for those reaching retirement and in later life, including advanced exams in retirement planning and long term care planning. She has a wealth of experience in advising clients regarding Inheritance Tax planning, ranging from simple steps to improve the tax efficiency of an estate, to more complex investment solutions to reduce tax liabilities. 

Jane is a frequent contributor to a range of publications, including the local press and in-house newsletters and magazines. She also arranges and hosts seminars on a regular basis, keeping clients informed on a range of financial topics and market updates.

    Experience
    • Inheritance Tax Planning – many clients are surprised by the level of inheritance tax that their estates will suffer, once the value of all of their assets are collated, including their savings, investments and the value of the family home. Jane is experienced at advising clients to take sensible steps to reduce the value of their estates, whilst balancing the wish to save tax against the need to maintain their own financial security and to retain control of their wealth
    • Retirement Planning – pension legislation is highly complex and tightly regulated. Whether clients are saving towards retirement, planning to retire shortly, or in receipt of pension income, Jane is experienced at providing advice to fund pensions wisely and release pension benefits in the most appropriate manner
    • Care Home Planning – moving into a care home in later life can be a large upheaval for the whole family. Structuring investments and pensions to allow good quality care to be funded, and restructuring the portfolio at the right time to provide additional income, can help to mitigate some of the worry for the client and their family. Jane has many clients who have been through this process and can provide guidance to both the client and any attorneys that they have appointed to look after their finances 
    • School Fee Planning – many clients hope to assist their children with the costs of their education, such as school fees and university fees. A carefully structured investment portfolio that will provide capital growth in the early years and sufficient income in later years, in a tax efficient manner, can ensure that these expenses can be afforded and maintained. Jane is experienced in structuring portfolios to meet these objectives and ensuring that the portfolio remains fit for purpose over time. 

    “Jane goes the extra mile and is a nice person to work with.”

    “After the loss of my husband and being completely untrained in finance I have needed a lot of help during the last three years. Jane Wilson in particular, has been patient, informative and helpful in guiding me through. I am very grateful to her and thankful that she is with [the firm]!”                             

    “I'm very happy with the support/service and advice provided by Jane.”

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