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Bitcoin: A Crumby Way To Save For Later
Exhibit 1: Bitcoin vs. Stock Market – How Often Have They Dropped? Source: Dimensional. Past performance is not a guarantee of future results. Credit: Dimensional Fund

Glitter Isn’t Always Gold: The Truth About “Safe Haven” Assets
(Visual showing stacks of coins vs. notes — Gold 60%, S&P 500 80%) Credit: Dimensional Fund Advisors Past performance is not a guarantee of future

Retirement Isn’t the End—It’s a New Beginning
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

The Wealth of Time: Preparing for the Unknown
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

From Pints to Portfolios: What Inflation Teaches Us About Wealth
At Wells Gibson, we believe perspective is one of the most valuable tools in wealth stewardship. Amid inflationary headlines, it’s natural to feel concerned, but

From Letting to Regretting: Rethinking Buy-to-Let in Modern Wealth Planning
For decades, individuals have had a deep-rooted obsession with property, often viewing buy-to-let investments as a surefire path to wealth. However, the reality of managing

Autumn Budget 2024 – Key Takeaways
Following the Autumn Budget announcement, here is a brief overview of the key changes and how they may impact your financial future. Personal Taxes &

Spring Budget Statement 2024
In the Spring Budget of 2024, the government introduced several significant changes affecting personal taxes, savings and investments, pensions, business owners, and the economy. Alongside

Ring in the New Year with Investment Success – A 2024 Reflection and Outlook
Looking back over the past year, the investment landscape has seen its fair share of challenges and triumphs. In the long term, investors anticipate positive

Financial Wisdom over the Festive Season: A Guide for a Prosperous New Year Ahead
As Christmas approaches, it’s the perfect time to celebrate, unwind, and create cherished memories with loved ones. Amidst the joy and festivities, it’s crucial not

Autumn Budget Statement Guide
The Chancellor of the Exchequer, Jeremy Hunt, unveiled his 2023 Autumn Statement on Wednesday 22 November, alongside an updated economic forecast from the Office for

Price inflation surges to its highest level in a decade
The latest figures confirm that the cost of living is rising at its fastest pace in almost a decade.According to the Office for National Statistics

Bitcoin: A Crumby Way To Save For Later
Exhibit 1: Bitcoin vs. Stock Market – How Often Have They Dropped? Source: Dimensional. Past performance is not a guarantee of future results. Credit: Dimensional Fund

Cryptocurrency – too big to ignore
In light of the US regulator’s (SEC) recent approval of several Bitcoin spot ETF’s, there has once again been a lot of talk around cryptocurrency

Crypto regulation is coming
Crypto regulation is coming The Bank of England is leaning towards the regulation of cryptocurrency, following the recent collapse of the digital currency exchange FTX.

Ten important points to remember when considering digital assets and blockchain technology
Blockchains, Web3, the metaverse, Non-Fungible Tokens (NFTs), cryptocurrencies, Bitcoin, Dogecoin, Decentralized Applications (or dApps) and Decentralized Autonomous Organizations (DAOs). These terms have surged into mainstream

Retirement Isn’t the End—It’s a New Beginning
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

The Wealth of Time: Preparing for the Unknown
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

Rethinking Pensions in a Changing Landscape
“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.

Five key probabilities for investment success
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,

Proposed Inheritance Tax on Pensions: What It Means and Why It Matters
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

Who is your emergency contact
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

Bitcoin: A Crumby Way To Save For Later
Exhibit 1: Bitcoin vs. Stock Market – How Often Have They Dropped? Source: Dimensional. Past performance is not a guarantee of future results. Credit: Dimensional Fund

Glitter Isn’t Always Gold: The Truth About “Safe Haven” Assets
(Visual showing stacks of coins vs. notes — Gold 60%, S&P 500 80%) Credit: Dimensional Fund Advisors Past performance is not a guarantee of future

Retirement Isn’t the End—It’s a New Beginning
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

The Wealth of Time: Preparing for the Unknown
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

From Pints to Portfolios: What Inflation Teaches Us About Wealth
At Wells Gibson, we believe perspective is one of the most valuable tools in wealth stewardship. Amid inflationary headlines, it’s natural to feel concerned, but

From Letting to Regretting: Rethinking Buy-to-Let in Modern Wealth Planning
For decades, individuals have had a deep-rooted obsession with property, often viewing buy-to-let investments as a surefire path to wealth. However, the reality of managing

Retirement Isn’t the End—It’s a New Beginning
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

Rethinking Pensions in a Changing Landscape
“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.

Five key probabilities for investment success
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,

Proposed Inheritance Tax on Pensions: What It Means and Why It Matters
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

Ensuring Your Pension Reaches the Right Hands
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

Understanding the Impact of Pension Savings Allowance Removal
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

Retirement Isn’t the End—It’s a New Beginning
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

The Wealth of Time: Preparing for the Unknown
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

From Pints to Portfolios: What Inflation Teaches Us About Wealth
At Wells Gibson, we believe perspective is one of the most valuable tools in wealth stewardship. Amid inflationary headlines, it’s natural to feel concerned, but

From Letting to Regretting: Rethinking Buy-to-Let in Modern Wealth Planning
For decades, individuals have had a deep-rooted obsession with property, often viewing buy-to-let investments as a surefire path to wealth. However, the reality of managing

Staying Healthy in Retirement: A Guide
Retirement is a time to relax, enjoy hobbies, and spend quality time with loved ones. However, maintaining good health is essential for enjoying this golden

Rising Demand for Retirement Advice in an Ageing Population
Recent research sponsored by Aegon and conducted by NextWealth sheds light on the shifting landscape of retirement advice in the United Kingdom. The study, titled