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For people who aren’t sure if their estate would pay tax and how to (legally and ethically) avoid paying it.

Life is complicated enough especially when the legal system, financial world and healthcare system weren’t built for LGBTQ+ people. Luckily things are getting better. But typical lifestyle choices make us different. That’s where specialist advice comes in.

When you pass away your assets (also known as your estate) will be distributed as per your Will. If you don’t have a Will there are special rules that determine who gets what.

We’ll cover a range of circumstances whether you’re married, unmarried, or have children or not. We’ll tell you whether your estate would have to pay inheritance tax, and what you can put in place now to avoid it. We’ll talk about gifting, investments that move (or keep) your money outside of your estate and trusts.

Our guest speaker, Scott Walker will cover Wills and those special rules that determine who gets what and trusts.*

A bit more about Jamie

Jamie Lowe is a financial planner and director of True Self Wealth Ltd. Our mission at True Self Wealth is to make sure you feel empowered, so you know you’re in control and ‘clued up’. He will help you create the financial future that is right for you. He specialises in and is passionate about supporting the LGBTQIA+ community but more importantly, he prides himself on approaching everybody as an individual.

Can’t make it?

If you’re unable to attend or would like to book a one-to-one meeting with Jamie at a time and place that suits your needs, please contact Jamie via [email protected] or 07469 712299. Alternatively, you can book a Zoom call www.calendly.com/jamie-lowe-tsw

A bit more about Scott

For 15 years, Scott has been helping clients to achieve peace of mind and to deal with the practicalities of death and old age. Scott has built up a wealth of experience in Wills and Probate. He has been a consultant at Richard Nelson Solicitors since January 2022. He made the career move so that he can serve his clients’ flexibility by providing a safe and inclusive space. Scott’s approach is friendly and down-to-earth. He understands the need for sensitivity and to listen to your needs at what can be a stressful and upsetting time.

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct from those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.

True Self Wealth Ltd. is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.

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