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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

  • The experiences of today’s retirees offer a wealth of knowledge for anyone planning their retirement. By observing the paths already taken, future retirees can glean valuable lessons from the triumphs and challenges faced by those who have navigated this transition before them. This collective knowledge is crucial in shaping a retirement plan that balances financial security with mental well-being. [...]

  • When considering retirement planning, pension savings are a crucial component of your financial strategy and essential for a comfortable retirement. Securing the right professional advice is critical, as decisions made at this stage will significantly impact you and your family. [...]

  • How you invest in your 50s could significantly impact your quality of life in retirement. While there is still time to increase your retirement savings, a seemingly simple mistake could derail your plans. This is where obtaining professional financial advice becomes crucial. [...]

  • Following the 8.5% rise in the annual State Pension from 6 April, the redirection of this enhanced income into private pension savings could make sense under certain conditions. The idea of investing one’s State Pension into a personal or Self-Invested Personal Pension (SIPP) might seem at odds with conventional wisdom. [...]

  • A comprehensive survey has unveiled a complex picture of how savers perceive their pension investments. Despite a high level of awareness, with 82% of pension savers acknowledging that their pensions are invested, a mere 26% possess knowledge about the specifics of these investments[1]. This gap in understanding presents a unique insight into the current attitudes towards pension investment among savers. [...]

  • Some people may believe estate planning is just for the wealthy. However, effective estate planning is essential to managing your assets and final wishes while trying to ensure your family’s financial stability once you have passed on. Estate planning isn’t just for the elderly, either. You don’t have to be old to become mentally incapacitated or pass away early from an illness or even an accident. An estate plan will ensure that your affairs are properly executed in the event of your passing. [...]

  • Recent investigations by the Centre for Economics and Business Research have illuminated a daunting predicament facing the United Kingdom’s pension sector[1]. An alarming £50 billion of hard-earned pension funds could be in jeopardy, lost within neglected accounts or dispersed amongst a myriad of forgotten pots. In 2023, was surmised that upwards of 4.8 million pension pots had vanished from the radar of UK citizens, with approximately one in ten workers expressing concerns over a potentially misplaced pension pot valued at over £10,000. [...]

  • 2 weeks ago

    In the world of investing, where numbers and market analyses typically dominate, a crucial element often remains veiled in the backdrop – our behaviour. Behavioural investing emerges as a pivotal field, merging the realms of finance and psychology to scrutinise how our emotions, cognitive biases, backgrounds and worldviews intricately influence our investment decisions. It ventures into the less discussed but significant spectrum of how our psychological makeup can mould our financial futures, for better or for worse. [...]

  • Recent developments have seen the government introduce a Lifetime Provider model for workplace pensions, a move that has sparked considerable interest and debate. Findings from a recent survey reveal a striking preference among employees for their employers to take the lead in selecting their workplace pension provider. [...]

  • A recent study has spotlighted women and investing, offering critical insights that aim to empower women to take the reins of their financial destinies and forge paths toward a prosperous future. Notably, an impressive majority of women (68%) engage in investment activities at least once a month, with over two-fifths (42%) diligently monitoring their savings and investments via online platforms or apps at least once weekly[1]. This proactive stance leads to nearly one in five (19%) women having a precise understanding of the value of their investments at any given time. However, the distribution of investment vehicles among women reveals a tendency towards traditional savings accounts (61%) and Cash ISAs (35%), with a notably smaller segment (17%) opting for Stocks & Shares ISAs, in stark contrast to 30% of men. [...]

  • In finance, the core investing principles stand as timeless beacons, guiding investors through periods of market volatility towards financial prosperity. These principles, distilled from the wisdom of centuries and the hard-won experience of investment titans, serve not merely as strategies but as foundational truths that underpin the very art and science of investing. As we peel back the layers, we explore the core principles of investing, the bedrock upon which the edifice of enduring wealth is built, and discover how these timeless truths can empower your financial journey. [...]

  • Beginning on 6 April 2024, a pivotal shift in pension benefit taxation commenced. The Lifetime Allowance (LTA) was replaced by a new structure comprising three distinct allowances: the Lump Sum Allowance (LSA), Lump Sum and Death Benefit Allowance (LSDBA), and Overseas Transfer Allowance (OTA). The implications of these changes will largely depend on individual circumstances, such as the aggregate value of one’s pension savings, any prior withdrawals from pension schemes and existing lifetime allowance protections. [...]

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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