Kath Wilkinson can help your LGBT finances

LGBT ISA campaign

It’s time for action!

ISA stands for Individual Savings Account and was introduced by the Government to encourage us all to develop a regular savings habit.

The annual allowance is currently £20,000 per annum from the 6th April 2018 to 5th April 2019.

At Equality Wealth, we partner with specialist LGBT Advisers who understand the specific needs of LGBT clients as well as the Tax efficient vehicles that are available to help us in planning for our future.

In Manchester and the North West, Kath Wilkinson, our Equality Wealth accredited LGBT specialist, is offering a free end-of-tax-year review.

Kath says:

‘In my experience there are no off-the-shelf solutions as all my LGBT clients are individuals.  By meeting face to face I can assess your personal requirements, your attitude to risk, as well as your financial concerns, responsibilities, and ambitions.  I then use my financial experience to help you address the big picture and make managing your wealth simple and easy.

Regular review of your investments and overall finances is the key to successful wealth management.  Over time, changes in your personal circumstances, changes in legislation and the effects of inflation will all have an impact on your financial situation.

As your trusted LGBT wealth manager, my role is to ensure any plans we put into place remain on course and appropriate, no matter what changes.  Through regular reviews I can help you reach your financial goals and plan a secure future for you and your family.’

 Click below if you’d like a free tax year end consultation with Kath 

Published: 22-Feb-2018: (4756)