Jake Jackson

Have you considered the importance of estate planning?

Many people don’t realise that inheritance tax (IHT) can apply once your estate goes over £325,000, although some people may also benefit from an additional residence nil rate band when passing on a home to direct descendants. This includes property, money, investments, and everyday belongings, and from April 2027, unused pension savings may also form part of your estate for inheritance tax. This can affect how much of your wealth is ultimately passed on to the people who matter most.

Estate planning helps ensure your wishes are followed and that as much of your estate as possible passes to the people you choose. However, the rules around inheritance tax can be complex and lots of people don’t understand how allowances apply or what their tax position will be.

That’s where I can help. I can help you to get a clear picture of the value of your taxable estate, explore ways to manage or reduce any tax liability and put a long-term plan in place that fits your goals and circumstances.

If you’d like to take control of your legacy, let’s talk about how I can support you.

I see myself as a Financial Coach. I help individuals and families define what their ideal future looks like, build a clear and realistic plan to get there, and then walk alongside them to make sure it becomes a reality. Before becoming a Financial Adviser, I spent years coaching tennis and working as a personal trainer – a time that shaped not just my work ethic, but my belief in the power of clear goals, a solid plan, and consistent support. That experience showed me how powerful it can be when someone truly understands where they want to go, and has the right guidance to get there.

My career path has never been a straight line – from working in hospitality to managing teams, from coaching fitness to a decade in commercial property – but the common thread has always been people. I have always gravitated towards roles where I can listen and support as it gives me a huge amount of internal satisfaction to know that I am helping others. Now as a Financial Adviser, I have brought purpose & experience together into one place. I work with individuals and families to understand what really matters to them, build a realistic plan for the future, and stay on track when life inevitably changes course. For me, financial advice is all about people - building long-term relationships based on trust, clarity, and real progress. I’m someone my clients can rely on, not just when things are going well, but through all of life’s ups and downs.

Outside of work, you’ll usually find me spending time with my family (usually as a taxi service for my 2 kids), staying active playing either golf or tennis, or diving into something new in health, mindset, or personal growth.