GSI Wealth Management

06/02/2024

We want to take a moment to express our heartfelt gratitude for your reviews and feedback, whether they're glowing praises or constructive criticisms. Your input is incredibly valuable to us, and we appreciate every word you've shared.

Positive reviews validate the hard work we put into providing exceptional service. Your kind words motivate us to keep striving for excellence and continually improve our offerings.

On the other hand, we also want to extend our gratitude for the feedback that might highlight areas where we can do better. Constructive criticism helps us identify opportunities for growth and refine our processes to better serve you in the future.

Your honesty and transparency contribute to our ongoing journey of improvement, and we're genuinely thankful for your openness.

No matter the nature of your feedback, please know that it's instrumental in shaping our business and enhancing the experiences we provide. We're committed to listening, learning, and evolving based on your insights.

02/05/2023

We are delighted to announce that GSI Group have been named one of the best financial advisers to work for and senior paraplanner Catherine Pappoe was named Paraplanner of the Year in the Professional Adviser Awards held in London🏆

Words of the night from our CEO Paul Mitchell
"We are absolutely delighted to have won these awards and to be shortlisted in the Adviser Firm of the Year category.

"It is testament to the hard work and dedication of all members of the GSI team - I am so proud of them all."

19/04/2022

With stock markets all over the place, we've taken a look at some of the more obscure investment opportunities people are getting involved with right now on our blog...

Here we take a look at some of the more obscure investments people are getting involved with. Please note these aren’t suggestions from us here at GSI – please always speak to your advisor before investing in new pathways. 1. Weather Derivatives When you want to demonstrate to a friend at a c**k...

13/04/2022

Earn over £80,000 a year? Find out what steps you can take to protect yourself from Rishi's tax raid in our latest post...

Companies and directors have rushed to bring forward bonuses and dividends to lock in lower rates of National Insurance and dividend tax. Accountants have reported a spate of clients in need of tax planning services to save money before the Chancellor’s changes. Mr Sunak said in his Spring Stateme...

15/03/2022

A comfortable retirement is the end goal for most workers. We look at how much you'll need to see you comfortably through your later years...

According to consumer group Which?, the price tag of a happy retirement is £305,000. Someone who wants a “comfortable” retirement would need at least £19,000 per year or £26,000 for a couple. Savers need their pensions to provide £12,548 per year. In addition to the average state pension pay...

15/02/2022

More tax meddling is on the horizon. National Insurance is just the start. Check out our latest post for four key points to bear in mind for traders and businesses...

https://gsigroup.co.uk/more-tax-meddling-is-on-the-horizon-national-insurance-is-just-the-start/

At the same time there will be further pain ahead for taxpayers as a new wave of digital tax changes takes effect. HM Revenue & Customs has announced the arrival of “Making Tax Digital” for self-assessment will be delayed until April 2024. However, the same is not true of MTD for VAT which will ...

24/01/2022

Retirement tax charges can be as high as 55% for those who breach a limit known as the “lifetime allowance”, so it pays to understand the rules. Check out our latest post for some clarity.

Pension tax rules can be punishing for those who do not know how to navigate them: a mistake can easily cost tens of thousands of pounds in extra charges. Retirement tax charges can be as high as 55% for those who breach a limit known as the “lifetime allowance”, so it pays to understand the [.....

11/01/2022

The new year brings an opportunity to reflect on the past year and to set new goals for the year ahead. If you’re considering setting physical and mental wellness resolutions, consider adding financial wellness resolutions as well.

Here are six ways to kick off the year with fresh perspective to help meet your financial goals:

The new year brings an opportunity to reflect on the past year and to set new goals for the year ahead. If you’re considering setting physical and mental wellness resolutions, consider adding financial wellness resolutions as well. Here are six ways to kick off the year with fresh perspective to h...

19/07/2021

A triple threat on pension taxes would mean 10 million workers lose out. Check out our latest post to see what it could mean to you.

https://gsigroup.co.uk/how-the-governments-pensions-tax-raid-could-affect-you/

Pensions are in the crosshairs and millions of savers stand to be hundreds of thousands of pounds out of pocket as the Treasury plans a raid on worker’s retirement savings. Pensioners are likely to be spared as the Government attempts to fill the black hole the pandemic ripped into public finances...

14/06/2021

Beware the crypto minefield. The potential for 1000%+ gains might sound like a no-brainer, but beware falling for the FOMO. Check out our lastest post on crypto with money man Sasha Yanshin...

  Suddenly everyone’s interested because they keep hearing about people who have made 1000%+ gains – and so the big FOMO effect kicks in. Over the last few weeks the price of Bitcoin and other crypto has crashed – tanking around 40%. Talk has then turned to ‘buying the dip’. Unfortunately...

14/04/2021

Get the lowdown on LISA. Check out our latest video post – Your complete guide to the Lifetime ISA (LISA).

https://gsigroup.co.uk/your-complete-guide-to-the-lifetime-isa-lisa/

A LISA can be opened by anyone aged between 18 and 39. You can save up to £4,000 a year in it, towards your first home or retirement, and the UK Government then tops this up with a 25% cash bonus of up to £1,000 a year. There are a few rules to be aware […]

24/02/2021

According to Unbiased, UK savers with a pension pot of £100,000 (as an example) receive an additional income of £3,654 every year of their retirement if they take financial advice.

Now people planning their retirement will be able to withdraw up to £1,500 from their pension pots, tax-free, to pay for that financial advice, under plans unveiled by the government.

The new Pension Advice Allowance, first announced at Autumn Statement 2016, will enable people to withdraw £500 on up to three occasions from their pension pots, tax-free, to put towards the cost of pensions and retirement advice. Following an 8-week consultation, the Economic Secretary to the Trea...