Wimbledon's Leading Firm of Chartered Financial Planners

Theresa May calls surprise early election

During a surprise announcement outside Downing Street on the morning of 18th April, Theresa May set the date of the next UK general election as the 8th June 2017, almost three full years before the previously expected date of May 2020. Delivering the statement revealing the move, Mrs May said that the early general election […]

Welcome to a new team member

This month we welcome Ron Mbakwe to the GEM & Co team. Ron joins as a Technical Manager after previously working as Paraplanner at deVere United Kingdom. Having graduated from the University of Kent with a BSc. (Hons) Actuarial Science degree, Ron has obtained his Diploma in Regulated Financial Planning and is on track to […]

Government 2.2% savings bond goes on sale

A new government savings bond, offering what the Treasury says is a “market leading” rate of 2.2%, has been launched online. The Investment Guaranteed Growth Bond (IGGB) was promised by the chancellor in last year’s Autumn Statement. Savers will be able to invest between £100 and £3,000 at any time over the next 12 months. […]

April Market Commentary

Introduction It’s tempting to think that Brexit is the only story worth reporting: in fact, there was plenty happening in March, from elections in Holland to a rate rise in the US, new growth targets for China and – also in the Chinese capital – a park which spectacularly failed to live up to its […]

Is the probate fee rise the ‘new inheritance tax’?

When someone dies and leaves a will, an executor is usually appointed in the will to deal with the deceased person’s estate – their money, property and possessions. Before they’re able to do this however, the executor has to apply for a ‘grant of probate’. This means they are legally allowed to distribute assets from […]