Client
Portal

moneymatters Newsletter - November 2019

Back to News & Views

The latest edition of our moneymatters newsletter is now available to download. Inside this issue, we look at a number of the topical financial stories making the news agenda

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle, and ‘bad news sells’. The investment world can be unpredictable and investors currently have plenty of bad news to process, with a plethora of events making the daily and even hourly news headlines – from the US-China trade conflict and oil price volatility to Britain's exit from the European Union. On page 06, we consider why it’s important to stay positive and focus on your investment goals.

Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces if you want to make the most of valuable allowances, reliefs and exemptions that could help reduce your tax bill and make sure your finances stay tax-efficient. Read the full article on page 04.

On 3 October, campaigners lost a significant legal battle against the Government's handling of the rise in women’s State Pension age. The retirement age for women has increased from 60 to 65, in line with men, and will go up to 66 by 2020, and to 67 by 2028. Nearly four million women have been affected by these changes. On page 08, we consider the impact of the High Court's decision.

Also inside this issue, we look at whether some people are ‘sleepwalking’ into retirement and how much you will need to save to afford a comfortable retirement. We assess, too, how the financial implications of divorce, added to the emotional upheaval, can be difficult to deal with. A full list of the articles featured in this issue appears on page 03.

 

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

  • As we approach our 50s and 60s, retirement looms on the horizon, promising a well-deserved break from decades of hard work. Whether your future plans include travelling, indulging in hobbies, or spending quality time with family and friends, retirement should be the longest holiday of your life. Ensuring your finances are on the right track as you approach this new chapter is crucial. [...]

  • Many people prefer to avoid the subject of long-term care. Most find it hard to contemplate going into a care home when they are older, but many will do so eventually. However, planning for these potential expenses is important before they become urgent. The NHS, while a cornerstone of healthcare in the UK, only covers care costs in specific circumstances, primarily when related to medical health needs. [...]

  • In today’s unpredictable world, safeguarding financial stability is more crucial than ever. Many of us would struggle to keep up with our essential outgoings, such as mortgage and rent if we lost an income due to illness or an accident. [...]

  • The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the 2012/13 tax year[1] to £7.5 billion in the 2023/24 tax year[2]. This rise is attributed to growing asset values and stagnant IHT thresholds, coupled with many families delaying their planning. An additional IHT allowance was introduced in 2017, allowing some families to pass on more assets without incurring IHT, yet the criteria for qualification can be complex. [...]

  • As we approach one of life’s most significant transitions—retirement—many people do not engage in crucial conversations about the lifestyle they envision or assess whether they’re on track to achieve it. Recent research highlights that half of those aged 55 and over have not discussed their desired retirement lifestyle with a partner or loved one[1]. [...]

  • Retirement is a milestone we all look forward to—a time of relaxation, free from the daily grind of work and financial stress. Achieving a comfortable retirement requires thoughtful planning and foresight. While life may present unforeseen challenges, particularly concerning health, you can take proactive steps to bolster your financial resilience and manage the unexpected. [...]

  • Dividends represent the portion of a company’s profits distributed to its shareholders. When you own shares in a company that declares a dividend, you receive a share of those profits. Dividends are pivotal in enhancing long-term stock market returns, offering a reliable income stream that can help mitigate short-term stock price volatility. [...]

  • In today’s fast-paced world, many individuals have multiple pension plans collected over their working life. Whether through changes in employment or setting up personal pensions as a self-employed professional or contractor, managing these pensions can become challenging. Not only does this involve significant administrative effort, but the financial implications of juggling numerous plans are also considerable. Some pension schemes may suffer from uncompetitive pricing and underperforming investments, eroding retirement savings. [...]

  • As you enter your 50s, retirement looms larger on the horizon, making it crucial to ensure your finances are optimally positioned. This stage of life demands a coordinated and joined-up approach to financial planning to enjoy retirement on your terms. An essential step is to clarify your retirement goals. [...]

  • What we do collectively this decade – including how we invest – could mark the difference between starkly different futures. Our actions now will determine whether we face a future plagued by environmental degradation or one where we have successfully mitigated some of the most pressing ecological concerns. [...]

  • New research has revealed that five million childless households in the UK currently lack life insurance, pensions or savings[1]. This alarming statistic underscores a broader shift in how families are structured and how financial priorities are set across the nation. [...]

  • Legacy planning holds different meanings for different individuals. For some, it is about ensuring their loved ones are financially secure; for others, it involves safeguarding cherished possessions or supporting charitable causes. Central to this process is drafting a Will, a pivotal legal document that allows you to dictate the distribution of your money, property and possessions after your death. [...]

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
Important Documents | Cookie Policy