Gay finance – Wealth management, Civil Partnership, pensions, life insurance and tax advice from Isis Financial Planners – the most experienced independent financial advisers serving the UK’s gay men, lesbians and civil partners

Tax, pensions, investments, life insurance - gay men and lesbians - take your finances seriously!

Previously, the world of financial services was one where gay men in particular suffered great discrimination. Now, with the introduction of the Civil Partnership Act and other ground-breaking legislation, the opportunity is here for us to protect ourselves and our loved ones and to plan our financial futures in the same way as everyone else.

It is not an opportunity that should be missed. It’s important to take a holistic, rather than a piece-meal, approach to protection/insurance and wealth management.

So, whether you’re younger, older, single, in a relationship or civil partners you need to take your finances seriously. From life insurance, through tax, pensions and investments getting the right financial advice to suit your lifestyle and to make sure you can live as you want in the future is of great importance.

However, to get the right advice for you it is still important to talk to financial advisers that understand you and your lifestyle:

• Isis Financial Planners are the most experienced independent, gay-focussed financial advisers in the UK – serving gay men, lesbians and civil partners.
  
  
• Our independent financial advisers have some of the top industry qualifications in pensions, tax and investment.
  
  
• We are totally independent and totally discreet.
  
  
• We advise on over £50 million of clients’ money.
  
  
• What’s more we are recognised as the leading experts on gay tax and gay pension issues and have been involved with both the HM Revenue & Customs and the House of Lords on tax and Civil Partnership legislation

The rules for registered Civil Partners and those not registering under the Civil Partnership Act are different from 5 December 2005. Issues of Inheritance Tax for same-sex couples and Capital Gains Tax need careful consideration and estate planning becomes vital.

Pensions

The pension industry does not treat gay men and lesbians equally. Many pension schemes still do not recognise same-sex couples or even Civil Partners.

Wealth Management - don't gamble on a secure future

Managing your money isn't something you should leave to chance. Funding your current lifestyle as a gay man, lesbian or as a couple in a Civil Partnership should be balanced with trying to ensure you can support a healthy lifestyle in the future. Isis Financial Planners have a wealth of expert knowledge in planning for the future ad helping you lead the life and the lifestyle that you deserve!

Life Insurance, Critical Illness, Income Protection for gay men, lesbians and civil partners

Are you paying too much for life insurance, critical illness or income protection? Have your premiums been previously increased just on account of your sexuality? Read how the rules have now been changed, but still be wary...