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A World Waiting: Exploring Life Beyond Work
Where Should We Go? When it comes to planning meaningful travel, inspiration often starts with a simple question: Where should we go? Whether you dream
Why Emerging Markets Still Matter in Your Wealth Plan
Figure 1: Emerging markets have zigged and zagged Indices: Fama/French Total US, International, Emerging Markets indices. Period: 01/07/1989 – 31/05/25. Returns in GBP. Diversification: The
Can We Afford Private Education?
4. What to Consider Now If you’re thinking about private education, either now or in the future, here are key questions to reflect on: How
Could Inheritance Tax Take More Than You Think?
CPD IHT Breakfast – Harry Clark (Wells Gibson), Dave Johnston (Downing), Josh Smith (Wells Gibson, Lori McCluskey (Wells Gibson) How Wells Gibson Can Help You
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
Speculation vs. Stewardship: A Crypto Conversation
1. The Role of Crypto in a Portfolio is Unclear Every asset in a portfolio should serve a defined purpose. Equities drive long-term growth. Bonds
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
Planning Beyond Your Life: Leaving a Lasting Legacy
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
Inheritance Tax Rate Faces Possible Decrease by Government
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
Rebalancing – do I really have to?
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
Pensions as an Inheritance Tax Break
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
In defence of democracies, markets and the media
In defence of democracies, markets and the media Three prime ministers and three chancellors in as many months, certainly feels chaotic, possibly a bit embarrassing,
Protected: Keep your eyes on the prize
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Why Emerging Markets Still Matter in Your Wealth Plan
Figure 1: Emerging markets have zigged and zagged Indices: Fama/French Total US, International, Emerging Markets indices. Period: 01/07/1989 – 31/05/25. Returns in GBP. Diversification: The
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
Rebalancing – do I really have to?
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
Pensions as an Inheritance Tax Break
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 Tax Break
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
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
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
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
Retirement Maze: The Alarming Lack of Financial Plans
Introduction: Embarking on the golden years of retirement should ideally be a time of relaxation and fulfilment. However, a recent report from Just Group* sheds
Pensions as an Inheritance Tax Break
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
Don’t Choke Your Financial Future
King Solomon once said, “The rich rule over the poor, and the borrower is the slave to the lender.” There’s an important distinction to make
Lesson’s from Silicon Valley Bank’s demise
Lessons from Silicon Valley Bank’s demise The spectacular work ‘Another Place’ by the British sculptor Antony Gormley[1], of one hundred naked men scattered along 1.5
Lessons from a legend
Lessons from a legend The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO
Fiscal drag leads to higher inheritance tax bills
Fiscal drag leads to higher inheritance tax bills HM Treasury has seen an increase in inheritance tax receipts during the financial year to date, underlining