Latest News

• How to Teach Financial Wisdom to Children

  1 day ago

  We all want our children grow into successful and responsible adults. Passing exams and starting a career can help to get them on this path, but they don’t nurture many of the life skills we take for granted. [...]

• What Does a Healthy Portfolio of Funds Look Like?

  1 month ago

  If you read the financial press, you will see a lot of speculation about what you can, or should, invest in. Social media is no different, with stock tips and investment forums building up a significant online following. [...]

• 5 Ways Your Spouse Can Help Reduce Inheritance Tax

  1 month ago

  Many couples keep their finances separate, which makes sense in some situations. If both parties are financially independent and contribute equally, it can be a fair and sensible way of managing household finances. [...]

• A Short Guide to Re-mortgaging

  2 months ago

  Remortgaging can be a useful way of improving your deal, raising additional funds, or restructuring your financial arrangements. [...]

• 5 Tips to Get the Best Tax Deal in 2021/2022

  3 months ago

  As the Covid restrictions are gradually lifted, normality is starting to appear on the horizon. Throughout 2020 it was difficult to make plans for next week, let alone the rest of your life. But the new tax year, and the prevailing optimism, mean it is a great time to start planning and catch up on missed opportunities. [...]

• Why Cash is Not Necessarily King

  3 months ago

  The pandemic has caused financial hardship for many people, with multiple industries still facing uncertainty. But for those fortunate enough to stay in work, or be covered under the furlough scheme, there have been fewer opportunities to spend money. Long, sociable lunches, after work drinks and foreign holidays have been off the menu for over a year. While many of us might have splashed out on new tech, home improvements and leisurewear, the savings still add up. [...]

• How Does Protection Planning Change When You Retire?

  3 months ago

  As you work towards financial independence, protection is an important part of the plan. Having the right insurance can mean that your financial plan stays on track, even if the unexpected happens. [...]

• New Investment Manager

  4 months ago

  Gemini Professional & Financial Group are delighted to announce the appointment of Cristian De Zen as our new Investment Manager. [...]

• How to Use Pensions and ISAs for Retirement Planning

  4 months ago

  When you think of retirement planning, pensions are probably the first thing that comes to mind. Most people have a pension through their employer and have contributed for at least part of their working life. [...]

• How to Shield your Portfolio from Inflation

  4 months ago

  As the economy starts to take tentative steps towards recovering from the pandemic, inflation has become a key area of concern. [...]

• ESG – How it is Transforming Wealth Management?

  5 months ago

  Sustainability is an important measure of a company’s credibility, whether the industry is food production, travel, or fashion. It has become increasingly relevant to the investment process, as companies aim to operate more ethically, and consumer appetite for sustainable investing has risen. [...]

• The Budget 2021 – All You Need to Know

  5 months ago

  Just over a month since the Budget, what does it mean for you? We have highlighted the key points to note, following Chancellor Rishi Sunak's announcement [...]