Britain has a new Prime Minister. Andy Burnham took office in July, the seventh person to hold the post in a decade. A change like
It might seem logical to start any conversation about retirement with how much do I need? It’s a natural question, and the maths matters, but
Investing can feel more complicated than it needs to be. Financial news is full of technical terms, forecasts and confident opinions about what markets might
A personal note from our Managing Director, Jonathan Gibson. I’ll be honest: when The Telegraph’s story on plans to bring the State Pension age forward
Bonds have a reputation for being complicated. They aren’t. Underneath the terminology, a bond is simply an IOU – literally, “I owe you” : you
Part 2: Turning belief into discipline Part 2 of a two-part series, drawn from the Purposeful Wealth podcast with James Baker of Albion Strategic Consulting.
CPD IHT Breakfast – Harry Clark (Wells Gibson), Dave Johnston (Downing), Josh Smith (Wells Gibson, Lori McCluskey (Wells Gibson) How Wells Gibson Can Help You
Contact Us Important Information This blog is provided by Wells Gibson for informational purposes only and does not constitute financial, investment, or tax advice. The
At some point in life, many of us pause and ask the big questions: “Can I afford to stop working?” “What would I do if
“When we think of wealth purposefully, our decisions change.”— Jonathan Gibson, Purposeful Wealth Pensions are often viewed as just one piece of the wealth management puzzle.
In life we always make probability-driven choices (can I cross the road safely, despite that approaching car? etc.). By-and-large, we weigh up the uncertainty involved,
The UK government’s proposal to introduce inheritance tax (IHT) on unused pensions from April 2027 has caused a stir among savers and retirees alike. A
Choosing an emergency contact is often overlooked as a critical component of estate planning. At Wells Gibson, we understand that a well-structured estate plan is
Inheritance Tax (IHT) is an important consideration for anyone looking to pass on wealth to loved ones. With rising property values and tax thresholds remaining
Planning for the future involves more than just financial considerations; it’s about ensuring your loved ones are cared for and your legacy lives on. Legacy
Prime Minister Rishi Sunak and Chancellor Jeremy Hunt are reportedly finalising proposals to reduce inheritance tax in a strategic move aimed at revamping the United