Month

Category

Can we talk about our money, please?

Category: Financial planning

It’s good to talk. But talking about money can be difficult, particularly as doing so has traditionally been taboo in this country. Despite many of us getting better at talking about other personal issues like relationships or our health, we still find money a tricky topic. In fact, research shows that only one in five

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September Market Commentary

Category: Financial planning

The phrase ‘the world looked a dangerous place’ has been used many times to describe the status of the markets. Never has that seemed more true than in August. In Northern Iran/Iraq the Islamic State continues to gather momentum and the world expressed outrage at the murder of US journalist, James Foley. Towards the end

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Thank you for vouching for us!

Category: News

As a result of client reviews and ratings on the consumer website VouchedFor.co.uk*, my colleague, Gareth Rees has been voted in as one of the top 200** rated Independent Financial Advisers (IFAs) in the UK. Gareth says, “For me this award is especially significant because it has been attained after feedback from my clients. To

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July Market Commentary

Category: Financial planning

June was a good month for British and Chinese manufacturing, a disastrous month for General Motors (GM) and sadly, the England team who can now be found on the beaches of the Algarve. At least they escaped the anger directed at South Korea’s players, who were pelted with toffees on their return to Seoul! UK

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No Will, No Way through the Inheritance Jungle

Category: Financial planning

Almost two out of three Britons have not made a Will and risk leaving a financial nightmare for family members when they die, warns the Law Society. Research coinciding with ‘Dying Awareness Week’, published in May 2014 from the Dying Matters Coalition, revealed that only 36 per cent of British adults say they have written

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Work experience at GEM & Co

Category: News

July is always a busy time in our office because we are helping our work experience students experience different aspects of the work we do and give them a sense of what career prospects exist in the financial sector. We have two students this year – one from Ursuline High School and one from Wimbledon

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Thank you for vouching for me!

Category: News

As a result of client reviews and ratings on the consumer website VouchedFor.co.uk*, I have been voted in as one of the top 200** rated Independent Financial Advisers (IFAs) in the UK. For me this award is especially significant because it has been attained after feedback from you, my clients. To have this recognition by

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Take that tax tangle

Category: Financial planning

Tax avoidance is not illegal. Some commentators may regard it as immoral, but using an artificial scheme that is fully disclosed to HMRC, to reduce one’s tax bill, is not against the law. If the tax scheme fails to achieve the promised tax savings, the scheme users will have to pay the tax avoided plus

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