Achieving and maintaining financial freedom isn’t a matter of chance—it’s a journey that requires discipline, careful planning, and consistently tracking the right metrics. Many successful
You’ve recently received a lump sum, maybe an inheritance, the sale of a business, or another windfall, and now you’re wondering how to make the
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
Our Investment Committee, which is responsible for the ongoing oversight of the investment solutions we offer, considers itself to be a risk manager, rather than
Safeguarding your wealth is our top priority. With advances in artificial intelligence (AI), financial crime is becoming more sophisticated, and while we don’t want to
The Money and Pensions Service urges pension holders to confirm their beneficiaries to ensure their savings go to the intended recipients after death. The necessity
In the complex world of retirement planning, a significant legislative change is set to impact UK savers, especially those who have begun to withdraw their
Can you achieve or maintain financial independence without relying on the State Pension? Wells Gibson’s clients are either due to receive or currently receive the
What constitutes sensible investing is different for everyone and depends substantially on your current financial situation, present circumstances, future goals, and risk tolerance. Having said
As humans, it’s fair to say we have a hard time being investors. Normally, we like to purchase things when they are lower cost and
A recent report from the Institute for Fiscal Studies (IFS) has claimed pensions are treated more generously by the tax system as a vehicle for
Pensions as an Inheritance Break A report from the Institute for Fiscal Studies (IFS) has claimed pensions are treated more generously by the tax system
Who let the dogs out? Sometimes we read an investment article that makes our blood boil. One regular such item is Bestinvest’s ‘Spot the dog
Pension freedom gains at risk from cost of living crisis New research has found the gains from pension freedoms are at risk from the cost
A myriad of pension challenges One consequence of the cost of living crisis is a rising number of people cutting back on or stopping their
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