Latest Investment Briefing Broadcast

We are pleased to announce that the latest Investment Briefing Broadcast is now available to view.

The broadcast, which is produced by our Discretionary Fund Management company, Gemini Asset Management is presented by Investment Analyst, Curtis Yardley.

Curtis takes time to present an overview of the Global financial marketplace and gives an update on market volatility

We hope you find the briefing useful, and if you have any queries, please do not hesitate to contact us.

http://www.gemini-wm.com/video.php

 

Inheriting in the UK

Occasionally, the UK government amends the rules governing Inheritance Tax (IHT). Differing Governments will often take an alternative view in terms of how tax law should be created and applied. It was announced that there are to be further changes to how IHT applies to non-domiciled individuals – those who are domiciled outside of but have
interests inside the UK. Continue reading

New Year – New Financial Planning.

Welcome to 2017! Did you make any resolutions concerning your personal finances last January? If so, how did you do? If it didn’t all go according to plan, now is the perfect time to start again and reassess your position by considering ways to improve your financial well-being for today and your future. Continue reading

Brexit: what now?

The outcome of the Referendum confounded the predictions of the opinion polls, the bookies and the markets. All three ended the working day on 23 June with the assumption that the Remain side would win, albeit by a small margin.

That consensus is one reason why the markets moved so sharply when the results emerged. Initial falls in the pound and the world stock markets were a knee-jerk reaction of a near instantaneous change of view. The resignation of the Prime Minister merely added to the short term concerns, even though it was always likely soon after a Leave vote.

Pause and take stock

At such times, it is worth pausing for breath before taking any precipitous action. History suggests that trying to exploit the unavoidable turbulence carries considerable risks. As the Governor of the Bank of England said in his statement on 24 June:

“Inevitably, there will be a period of uncertainty and adjustment following this result.

There will be no initial change in the way our people can travel, in the way our goods can move or the way our services can be sold.

And it will take some time for the United Kingdom to establish new relationships with Europe and the rest of the world.”

The next few days and weeks will see sharp market movements, probably in both directions, as the markets find a new equilibrium. Those are conditions traders will attempt to exploit, but for long term investors a wait-and-see approach will generally make more sense.

If you have any concerns around your investments or other questions, please don’t hesitate to get in touch with us.