Your Money - Your Future
We are in unprecedented times. In line with current Government guidelines, we have taken the decision to close our offices and we are operating a working from home policy for the majority of the team.
However, to reassure you, it is business as usual!
We are still available to contact by phone and email as all our systems can be accessed and operated remotely. Face to face meetings, however, are on a strictly emergency basis only.
Indeed, it is times like these where you may need to seek additional advice from financial services professionals. Both our Wealth Managers and Estate Planning Consultants remain available to assist you and are able to offer guidance on the phone, by email or by video technology.
Family & Friends – If any of your family, friends or colleagues would like to seek assurance from a financial professional, please do pass on our details. Please be aware, any such introductions will be treated with the same confidence and care we give to all of our clients.
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Your Money - Your Future
Tel: 0800 255 0123
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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. [...]
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 [...]
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 [...]
On Thursday 26 March, Chancellor Rishi Sunak made his long-awaited statement about the Covid-19 government support scheme for the self-employed, called the Self-employment Income Support Scheme (SEISS). Reports suggest that the announcement had been slow to arrive because of the greater difficulty in structuring and running a scheme that relied on annual information (via tax returns) and could not operate via the PAYE system. [...]
The 11th March Budget from the new Chancellor, Rishi Sunak, included £7 billion of expenditure targeting the impact of Covid-19 on employees, the self-employed and businesses. On 17th March a further raft of measures was announced, amounting to an additional £20 billion of support expenditure plus £330 billion of loan guarantees. By 20th March another round of support was announced of such size that no price tag was attached. [...]
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.