Blogs
Wealth Management
Flexible Reversionary Trust – Reducing A Potential Inheritance Tax Liability
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Jack joined Nelsons in October 2021 and is an Associate and Independent Financial Adviser in our specialist Investment Management team.
Jack’s areas of expertise include pensions and retirement planning, cash flow modelling, investment advice for individuals, inheritance Tax planning, and protection planning.
Areas of expertise
Professional information
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Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS)
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Qualified member of the CII
Recent articles from Jack Green
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Blogs Wealth ManagementGender Pension Gap – How Employees & Employers Can Help Bridge The Gap Read More -
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