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In the March 2016 Budget, the Chancellor announced major improvements to Individual Savings Accounts (ISAs) with the introduction of a new Lifetime Individual Savings Account (LISA) from

April 2017, designed to help young people save flexibly for the long term throughout their lives. The aim is to help them simultaneously save for a first home and for their retirement without having to choose one over the other.

To read more, download our Guide to Lifetime ISAs today.

 

Blog

July 22, 2016
What are my Pension Options?

People in the UK are living longer than ever before – one in three babies born in 2013 is expected to reach its 100th birthday. That being the case, it is important to plan ahead for your retirement, as the … Continue reading

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Primary regions covered: East Midlands: Derbyshire, Leicestershire, Lincolnshire, Northamptonshire and Nottinghamshire. East Anglia: Cambridgeshire, Norfolk, Suffolk. West Midlands: Hereford and Worcestershire, Shropshire, Staffordshire, Warwickshire and West Midlands.

Primary towns covered: Midlands: Birmingham, Nottingham, Leicester, Coventry, Stoke-on-Trent, Wolverhampton, Derby, Northampton, Dudley, Norwich, Northampton, Walsall, Mansfield, Ipswich, Oldbury, Smethwick, Telford, West Bromwich, Peterborough, Nuneaton, Cambridge, Milton, Sutton Coldfield, Lincoln, Chesterfield, Solihull, Worcester, Staveley, Warwick, Leamington, Cannock, Great Wyrley, Tamworth, Redditch, Astwood Bank, Newcastle-under-Lyme, Chesterfield, Mansfield, Lowestoft, Shrewsbury, Great Yarmouth, Beeston and Stapleford, Cannock, Stafford, Rugby, Burton Latimer, Kettering and Hereford.

Gemini Wealth Management provides private individual wealth management and corporate planning services including; financial planning, financial products advice, investment and tax efficiency advice, to the towns and counties above as well as other areas in the UK.

 

Gemini Wealth Management Ltd is Authorised and regulated by The Financial Conduct Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Conduct Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.

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