These events are presented by Iain Johnstone, Horizon Wealth Consultancy Ltd with guest speaker, Jamie Lowe, True Self Wealth Ltd.
Estate Planning For Child-Free Individuals
We're running this webinar to provide you with practical information about finances. You don't need any prior knowledge to come along.
Agenda
Whether you’re thinking about splitting up or you’re further through the process, we’ll be discussing splitting up and divorce.
We’ll talk about what happens to:
-Different methods of how you might leave your belongings to people, charities or CICs. We'll include assets like your pension and your home but also digital assets like online accounts.
-How to go about making sure the right people get the right assets.
-How to go about making sure you have someone to deal with the tasks involved.
-We’ll let you know what professionals you will need to work with.
-How we can help.
Other Information
Anyone can attend but please respect that this is a safe space for those considering private healthcare.
There will also be a chance to ask questions. However, feel free to reach out to ask any questions before or after the webinar.
The webinars are presented by Iain Johnstone, Horizon Wealth Consultancy Ltd with guest speaker, Jamie Lowe, True Self Wealth Ltd.
In case you have any questions, Iain's contact details are:
iain.johnstone@sjpp.co.uk
07766 838609
https://www.horizonwealthconsultancy.co.uk/
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
Horizon Wealth Consultancy Ltd and True Self Wealth are Appointed Representatives of and represent 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 http://www.sjp.co.uk/products.
Horizon Wealth Consultancy Ltd and True Self Wealth Ltd are separate and distinct representatives of St. James's Place Wealth Management and do not work in legal partnership.
SJP Approved 24/01/2024
