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Video Broadcasts

Gemini produce a number of video broadcasts to keep you updated with the financial news that you need. Please select the video you would like to watch from the options below:

Investment Briefing October 2023

Investment Briefing October 2023

Investment Briefing July 2023

Investment Briefing July 2023

Investment Briefing April 2023

Investment Briefing April 2023

Investment Briefing January 2023

Investment Briefing January 2023

Investment Briefing October 2022

Investment Briefing October 2022

Investment Briefing July 2022

Investment Briefing July 2022

Investment Briefing April 2022

Investment Briefing April 2022

Volatile Stock Market - 3 Rules to Follow

Volatile Stock Market - 3 Rules to Follow

Explaining Pension Types

Explaining Pension Types

Investment Briefing January 2022

Investment Briefing January 2022

How Allowances Can Help You Save Tax

How Allowances Can Help You Save Tax

A Guide to IHT Allowances

A Guide to IHT Allowances

Investment Briefing December 2021

Investment Briefing December 2021

Investment Briefing November 2021

Investment Briefing November 2021

An Introduction to Cash Flow Planning

An Introduction to Cash Flow Planning

Investment Briefing October 2021

Investment Briefing October 2021

Investing & The Power of Compounding

Investing & The Power of Compounding

Investment Briefing September 2021

Investment Briefing September 2021

How Much Do I Need For Retirement

How Much Do I Need For Retirement

Investment Briefing August 2021

Investment Briefing August 2021

The Value of Financial Advice

The Value of Financial Advice

Investment Briefing July 2021

Investment Briefing July 2021

A Guide to the Main Residence Nil Rate Band

A Guide to the Main Residence Nil Rate Band

Investment Briefing June 2021

Investment Briefing June 2021

Investment Briefing May 2021

Investment Briefing May 2021

Why a Lasting Power of Attorney is Vital

Why a Lasting Power of Attorney is Vital

An Introduction to Tax Planning

An Introduction to Tax Planning

Investment Briefing April 2021

Investment Briefing April 2021

An Introduction to Wealth Management

An Introduction to Wealth Management

Investment Briefing March 2021

Investment Briefing March 2021

Tax Efficient Retirement Planning

Tax Efficient Retirement Planning

Investment Briefing February 2021

Investment Briefing February 2021

Investment Briefing January 2021

Investment Briefing January 2021

5 Key Pillars of a Financial Plan

5 Key Pillars of a Financial Plan

Time In, Not Timing the Market

Time In, Not Timing the Market

Investment Briefing December 2020

Investment Briefing December 2020

Independent or Restricted Advice?

Independent or Restricted Advice?

Investment Briefing November 2020

Investment Briefing November 2020

Qualities to look for in a Financial Adviser

Qualities to look for in a Financial Adviser

Investment Briefing October 2020

Investment Briefing October 2020

How Financial Planning can help you Reach you Life Goals

How Financial Planning can help you Reach you Life Goals

Investment Briefing September 2020

Investment Briefing September 2020

Investment Briefing August 2020

Investment Briefing August 2020

Saving and Investments

Saving and Investments

Financial Planning

Financial Planning

Investment Briefing July 2020

Investment Briefing July 2020

Estate Planning

Estate Planning

Market Video Broadcast - Q2 2020

Market Video Broadcast - Q2 2020

COVID-19 - Gemini Office Update

COVID-19 - Gemini Office Update

Health & Financial Protection

Health & Financial Protection

Inheritance Tax Planning

Inheritance Tax Planning

An Introduction to Retirement Planning

An Introduction to Retirement Planning

Gemini Wealth Management - What we do

Gemini Wealth Management - What we do

How to Develop a Mindset for Investing

How to Develop a Mindset for Investing

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Latest News

  • In the realm of financial well-being, an old adage rings particularly true: ‘Prevention is better than cure.’ An effective financial plan acts as your protective shield, specially designed to weather any economic storm that may come your way. It offers comfort and control, ensuring that you are steering the ship of your finances, not vice versa. [...]

  • Money, a subject often seen as taboo within family conversations, is surprisingly more entwined in your family’s affairs than you might think. Engaging in frank discussions about financial matters can create opportunities for strategic financial planning, potentially enhancing your family’s financial future. The sooner these discussions begin, the better the chances of safeguarding your legacy and strengthening your children’s fiscal stability. Let’s delve into some potential discussion points. [...]

  • The chasm between generations regarding retirement prospects is glaringly apparent, as 78% of individuals believe their predecessors had more favourable pension plans or brighter retirement futures. According to recent research, this data highlights a stark revelation that underscores the urgency for younger generations to access improved financial education[1]. [...]

  • Like health, the more meticulously you manage your wealth, the longer it lasts. A growth strategy seeks to amplify your wealth over the long haul, opening up a world of possibilities for you. Whether you dream of a large retirement fund, a holiday home, or providing top-tier education for your children or grandchildren, a growth portfolio could be your ticket. [...]

  • The gender pension gap is an issue that extends beyond just the disparity in earnings between men and women. It also encompasses other aspects such as financial confidence, engagement with financial products, and socio-economic factors. [...]

  • As we navigate life’s journey, retirement presents both a dream and a challenge. It’s the stage where we finally enjoy the fruits of our labour, a time for relaxation, exploration, and personal growth. But the question that often looms is how can we ensure a steady income stream that keeps pace with our aspirations and maintains our lifestyle? Enter the world of annuities. [...]

  • Understanding your financial situation is crucial to achieving both short-term and long-term objectives. With a detailed insight into your finances, you can maximise your assets and devise a robust plan for wealth accumulation and protection. [...]

  • For many individuals, their pension investments are allocated to funds. These could be funds selected by their pension provider or ones they’ve chosen independently. Traditionally, retirement planning has centred around investing in shares-based funds during one’s younger years. As retirement approaches, the strategy typically shifts to de-risking the portfolio, diversifying into bonds, cash, and shares. [...]

  • Retirement is often seen as the golden phase of life, a period earmarked for relaxation and pursuing personal interests. However, a recent study has pointed towards an increasing trend of ‘retirement anxiety’, especially among individuals aged over 40[1]. [...]

  • 3 weeks ago

    Did you know as many as 1 in 20 people could have a pension they didn’t think they had? Could that be you? It’s estimated £26.6 billion is currently trapped in forgotten pensions, averaging about £9,500 each[1]. With most individuals juggling multiple jobs throughout their lifetime, it's no wonder that some of these pensions fall through the cracks. Whether due to a change of address or simple forgetfulness, these lost pensions could be the key to a more comfortable retirement. [...]

  • Investing in an Individual Savings Account (ISA) is a tax-efficient, flexible method for future planning. One of the most attractive features of an ISA is its tax benefits – it's immune to both Income Tax and Capital Gains Tax on any growth within the fund or on income you withdraw. This makes contributing to an ISA an intelligent decision for those looking to grow their wealth while minimising tax liabilities. However, remember that if you don't utilise your annual ISA allowance before the end of this tax year on 5 April 2024, it will be lost, resetting on 6 April. Maximising your ISA allowance is crucial to reap the full benefits of this savings tool. [...]

  • Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? As we approach the end of the tax year on 5 April 2024, it presents an ideal opportunity to assess and leverage the various allowances and reliefs available to enhance your tax profile. Allocating time for this review can provide valuable insight into potential opportunities for you and your family. The vast scope and complexity of the UK tax system may seem daunting. However, navigating it with careful planning can lead to significant financial benefits. Understanding your tax affairs is key to maximising your wealth and ensuring your financial future. [...]

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.

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