Lifestyle Changes?

Back to News & Views

Alongside the changes we are all living by on a daily basis, for a number of us, it gives us the opportunity to do some of those things that we haven't 'got round to'

Why not take this opportunity to look at:

Wills - Do you have one? Is it up to date? Everybody should have a Will, but less than 50% of people do! Why not take this opportunity to get this sorted? Our Estate Planning Consultants are able to take your instructions remotely and discuss you options and answer your queries by telephone or email.

Lasting Powers of Attorney (LPA) - These documents are vital in ensuring that your estate, both in terms of Property and Financial Affairs as well as your Health and Welfare can be managed and anctioned in the way that YOU want. The documents are easy to process and all families should explore how to put them in place should someone become incapacitated - they really do protect everyone's interests.

Pensions - Do you have a number of different pensions schemes? Are they being managed effectively? What about any frozen pension plans? Consolidating these older plans could have major benefits in your retirement planning.

Financial Planning - You could take this time to look at your overall financial position and look at ways of providing for you and your family both now, into your retirement and beyond.

Take this opportunity to speak to an Independent Financial Adviser such as Gemini, to keep you on the right financial path.

 

 

 

Book your FREE, no obligation discussion today. Schedule Appointment

Sign Up to our mailing list - Receive regular news, tips and financial commentary from the Gemini Team.

Latest News

  • Many media outlets and pundits anticipated that the Chancellor’s Summer Economic Update would not contain major policy developments. Yet there was a range of announcements that will likely have important implications for the UK economy and household finances. [...]

  • The latest issue of our moneymatters magazine is now available to downlaoad. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways. [...]

  • With the recent uncertainty surrounding Coronavirus and oil prices, despite us being well into the tax year, many people are adopting a ‘wait and see’ approach before putting any more money into the market via their ISAs or pensions. [...]

  • While we may often neglect our health, many people are finding it at the forefront of their thoughts in the current climate. People across the world are taking measures to avoid the virus, both for their own wellbeing and to protect the vulnerable people around them. [...]

  • Most of us put off estate planning as we don’t want to deal with difficult decisions or tempt fate. But there is nothing like a global pandemic to remind us of our own mortality, and consider how our loved ones would cope if anything happened to us. [...]

  • At times like these, we look to potentially save on unwanted expenditure, BUT, beware of cancelling protection insurance policies [...]

  • 1 in 8 homebuyers don’t discuss their protection needs! Buying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs. [...]

  • While many clients understand the potential of an investment plan, or the tax-efficiency of a pension, estate planning is a less exciting prospect. No one wants to think about their own mortality, and taking steps to plan for death can seem like tempting fate. [...]

  • Whilst in isolation or lockdown, it is advisable to keep socially active. This means talking to people other than those in your household or who your work with. [...]

  • 3 months ago

    Alongside the changes we are all living by on a daily basis, for a number of us, it gives us the opportunity to do some of those things that we haven't 'got round to' [...]

  • Despite the current situation, it’s a good time to review your finances and get into better spending habits for the new financial year. With that in mind, lets consider some ways to save money that won’t impact too much on your lifestyle [...]

  • 3 months ago

    Welcome to the new tax year and what a start it has been. Below is a breakdown of all the changes implemented in last months Budget [...]

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 those based in the UK.

Website by Mellow Marsh Software
© Gemini Wealth Management Ltd
Privacy Notice | Cookie Policy