Month

Category

Multi-generational family playing football in a park.

2 key Budget announcements that may affect your financial plan

Category: News

Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT) and Inheritance Tax (IHT) that could affect your financial plan. Ahead of the Budget, prime minister Keir Starmer said it would be “painful” as there was a £22 billion black

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Team update October 2024

Category: News

Our office expansion… We hope you enjoyed reading about Gem’s new team members last month. This month, we are delighted to share even more exciting news: We are expanding our office space. We moved into Tuition House eight years ago and since then our team has doubled in size so this extra space is very

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The importance of rebalancing

Category: Investment Insight

Rebalancing is the practice of realigning the components of a portfolio of investments back to a target allocation from which it has drifted away. Naturally, the process is contrarian and results in selling the things that have done well and buying more of what has done less well. To some, this may feel painful, but

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A worker in an automotive factory.

Investment market update: September 2024

Category: News

Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to discover other factors that may have affected the performance of your investments. UK Data from the Office for National Statistics (ONS) shows inflation remained stable at 2.2% in the 12

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An elderly couple riding their bikes in the park.

6 lifestyle tips that could reduce your biological age

Category: News

New research and real-life case studies have recently revealed that it’s possible to slow – and even reverse – your biological age. Read on to discover more about how your biological age is measured, and six simple steps you could incorporate into your routine to enhance your life. What is your “biological age”? We’re used

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