Retirement Planning for LGBTI Barristers 2nd October 2017

The word Retirement written on a sandy beach, with scuba mask, beach towel, starfish and flip flops (studio shot - warm color and directional light are intentional).

Retirement Planning for LGBTI Barristers

Date 2nd October 2017

Time: 6pm

Venue: 57-60 Lincoln’s Inn Fields, Garden Court Chambers, London, WC2A 3LJ

Refreshments and nibbles will be available at the event sponsored by Garden Court Chambers and BLAGG.

Summary:

Retirement Planning for LGBTI Barristers by the LGBTI specialist-Equality Wealth Management

Malcolm Cuthbert of Equality Wealth Management will be talking to BLAGG members about retirement planning for LGBTI barristers and their partners.

Malcolm Cuthbert is married to his husband-Ronald and they have had four children together through surrogacy!

Malcolm has specialized in wealth management for same sex parents but has also focused on LGBTI barristers and their partners.

Malcolm has provided other talks at other chambers and the feedback was that he was “insightful and thought provoking”.

Malcolm will focus on and expand on some of the following do’s and dont’s:

  1. Saving for your retirement-how much to save, how tax relief works, and why private pensions can still work for barristers.
  2. Compounding and how it is important to start young!
  3. The Annual Allowance taper and how this might impact on how much you can contribute and the Lifetime Allowance and what affect this might have on your retirement plans.
  4. Other ways to save for retirement including property (your home and/or buy to lets) and the tax treatment of the same. Also ISA’s both cash and equity. Also VCT’s and EIS’s.
  5. The need to diversify from just one asset class (property!) and using tax efficient wrappers to maximise income in retirement.
  6. When and how to take the money out so annuities can be drawndown.
  7. Passing on your pension to your partner/friends or family.

FREE LGBTI RETIREMENT GUIDE!

Malcolm recently co-wrote a guide to LGBTI retirement planning which will be available to those coming to the event.

Rsvp

Spaces are limited please rsvp to stephenl@gclaw.co.uk