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News

New Year – Time for New Financial Resolutions?

6 January 2014
In a recent survey*, nearly 40% of UK adults have made the resolution that now is the time to sort out their finances, just behind getting fitter and spending more time with friends and family. With many resolutions falling by the way in the early weeks of the year, how can you ensure that you keep your finances on track? more

Investment Briefing December

18 December 2013
Welcome to the final Investment Briefing broadcast of 2013

This month, Head of Research, Paul Reid outlines an overview of the general economic environment as well a review of a year with Gemini portfolios. more

Gemini in the Top 50

27 November 2013
Gemini Wealth Management are proud to announce that we have been named in the Top 50 Financial Advisers in the UK according to FT Adviser Magazine and Matrix Solutions more

November Investment Briefing

21 November 2013
Welcome to the November edition of our Investment Briefing broadcast.

This year's penultimate broadcast is presented by Senior Investment Analyst, Stewart Bicknell. Stewart takes the time to outline a number of changes to funds within Gemini's client portfolios as well as an overview of the general economic environment. more

September Investment Briefing

1 October 2013
Welcome to the September edition of our Investment Briefing broadcast. more

A better deal for your Insurance?

5 September 2013
Is you car insurance due?

Are you planning a winter break and need travel insurance?

Are your home and contents adequately insured? more

Investment Briefing Video - August 2013

22 August 2013
We are pleased to announce that the August edition of our Investment Briefing broadcast is now available to view in our Gemini Videos tab to the right.

This month, Head of Research, Paul Reid outlines some of the thoughts of economists and Fund groups that he has met over that last month specifically within the Equities and Fixed Income spaces.

more

Investment Briefing Video - July 2013

23 July 2013
We are pleased to announce that the June edition of the Gemini Investment Briefing is now available to view by clicking the link to the right

more

Press Editorial - Double delight as two charities share the wealth

9 July 2013
Professional Services company, Gemini Professional Financial Group recently held its annual golf day to support TWO charities this year – Acorns Hospice and Help Harry Help Others more

** COMPETITION - WIN AN IPAD MINI **

1 July 2013
Following the popularity of our last competition we have launched 'Competition 2'.

A slight change this time. Just 'like' our Facebook page and you will be entered into the draw to win an Apple Ipad Mini 16GB with Accessories more

Investment Briefing Video - June 2013

25 June 2013
We are pleased to announce that the June edition of the Gemini Investment Briefing is now available to view by clicking the link to the right more

Tax Saving Tips

14 June 2013
We have another Tip for our followers in our series of Tax saving tips.

Here is 'Tip 5'

Consider starting a pension for your child more

Tax Saving Tips

12 June 2013
Today is another in our series of tips for our followers on how to save tax:

Here is 'Tip 4'

Minimise the total family tax bill. more

May Investment Briefing

10 June 2013
Welcome to our, slightly delayed, May edition of the Gemini Investment Briefing.

Back to the usual format for this month with Head of Research, Paul Reid, introducing an overview of the Financial Market and, of course, how this affects Gemini portfolios. more

Competition Reminder

10 June 2013
Remember, to enter our competition to win an Ipad Mini (see our post below) you need to Like our page, Share our post AND subscribe to our Blog using the link below. more

Tax Saving Tips

7 June 2013
Today is another in our series of tips for our followers on how to save tax:

So here is 'Tip 3'

Consider the timing of the sale of your assets that are subject to CGT. more

Tax Saving Tips

4 June 2013
Today we continue with our series of tips for our followers on how to save tax:

So here is 'Tip 2'

Consider further pension contributions - this is not a universally popular choice, however the tax benefits should not be overlooked. more

Tax Saving Tips

3 June 2013
Over the next few days, we have decided to share with our followers, some useful tax saving tips to allow you to minimise your exposure to tax. more

Professional Advice - Thoroughly Worthwhile

3 June 2013
A reminder that seeking professional advice in this, often complicated marketplace, is a must if situations like the below are to be avoided.

more

April Investment Briefing

24 April 2013
Welcome to the April edition of Gemini's Investment Briefing.

A small change of format for this month, Senior Investment Analyst, Stewart Bicknell, introduces a Threadneedle produced broadcast around their Credit Opportunities Fund. more

March Investment Briefing Video

31 March 2013
Gemini are pleased to announce that the March Edition of our Investment Briefing broadcast is now available to view in our Gemini Videos section. more

moneymatters magazine - Spring 2013

30 March 2013
Firstly a belated Happy New Year to all our clients. We have pleasure in announcing the publication of the latest, Spring edition of moneymatters magazine for 2013.

The magazine is available to download in our 'FREE Downloads' section. more

ISA Allowance - Dont lose it!

19 February 2013
As the end of the tax year approaches, it’s time to ensure you maximise the tax-efficient allowances available to you. An ISA remains one of the most tax-efficient methods of investing, but if your full allowance is not used within the tax year, this valuable opportunity is lost for good. more

** Existing Clients - ISA Investment Mail Information **

19 February 2013
For all our existing clients who have received our ISA mailing, the documents mentioned therein can be found within the 'marketmatters' section of our FREE downloads section.

If you have any further queries on reading these, please do not hesitate to contact your adviser directly more

October Investment Briefing Video

31 October 2012
Gemini's Investment Briefing video for October is now available to view more

Is Pension Review right for you?

26 October 2012
Planning for your retirement is a long term task and as your commitments, circumstances and employment changes so should your pension. more

moneymatters magazine - Summer 2012

1 July 2012
The latest edition of our moneymatters magazine, Summer 2012, is now available to download free of charge. more

Investment Briefing Video - June 2012

30 June 2012
Our monthly Investment Briefing for June 2012 is now available to view.

This month, the video is presented by Paul Reid, Head of Research and Stewart Bicknell, Senior Investment Analyst and talks briefly about the news in the Eurozone before talking more about Gemini's Investment Process and how the team report and manage client portfolios. more

Investment Briefing Video - May 2012

31 May 2012
Please check out our recently broadcast Investment Briefing for May 2012.

This month, Stewart Bicknell, Senior Investment Analyst, is joined by Stuart Rumble, Fixed Income Product Manager from Fidelity. more

Investment Briefing Video - April 2012

29 April 2012
Welcome to Gemini's Investment Briefing for April 2012.

This month, Paul Reid, Head of Research, is joined by Joe Sheehan, Business Development Manager for Kames Capital. more

Investment Briefing Speaker Announced

19 April 2012
We are pleased to announce our guest speaker for April's Investment Briefing Video.

This month, we will be joined by Joe Sheehan from Kames Capital.

Joe will present alongside Gemini's Paul Reid and Stewart Bicknell. Look out for our broadcast towards the end of the month. more

Investment Briefing Video - March 2012

29 March 2012
Welcome to Gemini's Investment Briefing for March 2012.

This month, Paul Reid, Head of Research, is joined by Paul Pugh, Relationship Manager for Cazenove Capital. more

March Speaker Confirmed

14 March 2012
We are pleased to announce the guest speaker for March's Investment Briefing video.

Gemini will be joined by Paul Pugh from Cazenove Capital. more

ISA Allowance - Don't lose it

14 March 2012
As the end of the tax year approaches, it’s time to ensure you maximise the tax-efficient allowances available to you. An ISA remains one of the most tax-efficient methods of investing, but if your full allowance is not used within the tax year, this valuable opportunity is lost for good. more

February Investment Briefing Video Broadcast

24 February 2012
Take a look at Gemini's latest Investment Briefing video for February 2012. This month, our guest is Chris Iggo, CIO of AXA Framlington more

February Speaker Announced

6 February 2012
Gemini are pleased to announce our guest speaker for this months Investment Briefing video. more

Happy New Year

2 January 2012
Gemini would like to take this opportunity to wish all its web visitors a happy and prosperous new year more

Financial Focus now available

28 September 2011
Visit our downloads section to get your FREE copy of our latest newsletter more

Market Update - 5th August 2011

5 August 2011
Global markets were in full retreat overnight as investors expressed both mounting panic in the Eurozone and pessimism about the US economic recovery.

The losses were extended in London in early trading with the FTSE 100 falling 1.55% by 8.55am. Losses among small caps were even worse with the FTSE Small Cap falling 3.28% and the FTSE Aim All Share falling 4.86%. more

Working for the Taxman

1 June 2011
The Adam Smith Institute calls it Tax Freedom Day, the day in the year when we finally stop earning to pay the tax man and start earning money for ourselves. This year, that day fell on 30 May 2011, ten days later than it was in the mid 1990s and, thanks to the rise in VAT designed to reduce the UK’s debt burden, three days later than last year. more

Budget 2011 - How does it affect you?

23 March 2011
"Let it be heard clearly around the world ... that Britain is open for business."

It took George Osborne just under an hour to deliver his second package of measures as Chancellor today. more

Use it Don't Lose it!

18 March 2011
As the end of the tax year approaches, it’s time to ensure you maximise the tax-efficient allowances available to you. An ISA remains one of the most tax-efficient methods of investing, but if your full allowance is not used within the tax year, this valuable opportunity is lost for good more

Spring is Springing

17 March 2011
The latest edition of Gemini's Financial Focus (Spring 2011) is now available to download. Visit downloads section above to get your FREE copy more

Financial Focus Bulletin

10 January 2011
Our latest Financial Focus Bulletin, compiled by Gemini's Investment Team is now available to download using the link above more

Happy New Year

4 January 2011
Gemini would like to wish all their clients, families, colleagues and friends a happy and prosperous new year more

Winter is Here!

1 December 2010
Download our latest Financial Focus Newsletter more

This week is Financial Planning Week

22 November 2010
Today sees the launch of the Institiute of Financial Planning's "Financial Planning Week 2010" more

2011 Budget date announced

8 November 2010
Chancellor George Osborne has announced that he will deliver his 2011 Budget speech on 23 March. more

Government body lists UK's 1,000 tax reliefs in first step towards cuts

8 November 2010
The Office of Tax Simplification (OTS) has published a list of more than 1,000 tax reliefs as it mounts its review of the UK's system of tax allowances, reliefs and exemptions. more

Financial Focus Bulletin

4 October 2010
Our latest Financial Focus Bulletin, compiled by Gemini Investment Manager, Tom Biggar, is now available to download usinf the link above more

Financial Focus now Available

1 October 2010
Download our latest Financial Focus Newsletter more

Insuring your Key People

28 September 2010
All companies are likely to have some key individuals on their staff whose loss could jeopardise the business. more

Looking beyond the pound

18 September 2010
The pound has had a rough time of late, but for some investors that has been good news. It was not so long ago – December 2007 –that the pound would buy you over US$2 or €1.40. Since those heady days, sterling has come under a credit – crunch inspired cloud. more

It’ll never happen?

15 September 2010
Have you ever considered what would happen to your family finances if you or your partner were to become seriously ill, or even die? more

Even more from Gemini

1 September 2010
As a member of the Gemini Professional Financial Group, the accountancy division joins our established divisions of Wealth Management and Estate Planning to offer ongoing professional advice and aim to be your long term financial services partner. more

New Group Company

1 September 2010
Appointing independent advisers of any description, particularly when they will be dealing with financial management or accountancy, is a critical decision for anyone – either personally or for your business. more

Gemini is flying high!

25 August 2010
Gemini is pleased to announce that its Charity of the year for 2010/11 will be Midlands Air Ambulance. more

Global Market Update

19 August 2010
July saw a huge re-embracing of risk assets after the weakness in June. This was prompted at first by better economic news – though this had started to wane by the end of the month – and there were also some high-profile corporate earnings announcements, which gave equity markets a boost. more

Inflationary pressures rise

15 August 2010
UK interest rates have now remained at their all-time low of 0.5% for over a year. The UK appeared to creep tentatively out of recession but the new Government is now anxiously looking at ways to cut costs without derailing a still fragile recovery. more

Changes to CGT

12 August 2010
A rise in capital gains tax (CGT) was a key tenet of Liberal Democrat policy. To address the discrepancy between the top rate of CGT (18%) and the top rate of income tax (50%), a rise to 40% or even 50% had been mooted. As it was, Chancellor George Osborne was a little more measured. more

Start early for a greater reward

15 July 2010
Advances in medicine and in living standards mean we are now living longer than ever before. According to New Scientist magazine, half the people who have ever reached the age of 65 - in the entire history of mankind - are alive today. Now, estimates of life expectancy suggest that the average female born today will live to a staggering 91 years. more

Extending the lifetime limit

5 July 2010
As expected, the Chancellor of the Exchequer raised the rate of capital gains tax (CGT) in the Emergency Budget in June. CGT rose from 18% to 28% for higher rate taxpayers only, with immediate effect. more

Quarter 3 Financial Focus Bulletin is here!

2 July 2010
Visit our downloads section to get your FREE Financial Focus Bulletin more

Financial Focus Bulletin available

1 June 2010
Visit our downloads section to download our latest Financial Focus Bulletin more

Gemini Estate Planning - YOUR new division

30 May 2010
Launched in April, Gemini Estate Planning offers Will writing, drafting of Lasting Powers of Attorney as well as secure document storage. more

Summer Financial Focus now available

15 May 2010
Download our latest Summer Financial Focus Newsletter. more

Client Login System is now Live!

2 April 2010
Clients are at the very heart of our service proposition and, as such, we are pleased to announce the launch of a new service for Gemini clients.

Our website and online presence has been upgraded to include a secure client login facility. more

How does the Budget affect you?

24 March 2010
Available to download is our Budget review covering the key points of Alistair Darling’s pre-election Budget. Some of the changes were trailed in last December’s Pre-Budget Report but there are many new announcements. more

Make the most of your ISA allowance

22 March 2010
As the end of the tax year approaches, we need to ensure you maximise the tax-efficient allowances available to you. An ISA remains one of the most tax-efficient methods of investing, but if your full allowance is not used within the tax year, this valuable opportunity is lost for good. more

Spring Financial Focus - now available to download

23 February 2010
Despite some very un-Springlike weather, the latest edition of Financial Focus is available to download now. more

December Investment Briefing video now available

18 December 2009
Tom Biggar presents the final Investment Briefing video of 2009. Click on the link to the right to view! more

More success for Gemini

25 November 2009
Gemini Wealth Management is pleased to announce yet further success at the recent Midlands Business Awards, held at the Holte Suite, Villa Park on the 20th November 2009. more

A new home.....

20 October 2009
On Monday 19th October, Gemini hosted an official open day at our new offices on Park Road, Sutton Coldfield. more

…..and a new member of the team

20 October 2009
Gemini would like to welcome a new addition to our Investment Management team. Stewart Bicknell joins direct from De Montfort University where he recently graduated with a BA (Hons) in Business and Management more

Gemini Have Moved!

12 October 2009
After nearly 3 years at our current head office in Mere Green, we are pleased to announce that we are moving offices. more

Autumn Financial Focus

20 September 2009
Download the latest Financial Focus Newsletter for FREE in our downloads section more

August Investment Briefing

14 August 2009
Gemini's Investment Briefing Video for August is now available. Click on the link to the right to view! more

Increased information from Gemini

16 July 2009
Gemini produce regular Financial Factsheets on a range of subjects, to support the regular Financial Focus newsletter on the wider economic environment. more

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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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