by Paul Mitchell | Oct 6, 2025 | Live Happy, Plan Well, Tips & Advice
At GSI, a financial review is far more than a box-ticking exercise. It’s a realignment of your plan with your life — a meaningful check-in that keeps your financial future on track, and your peace of mind intact. Here’s what really happens in a proper review, and why...
by Paul Mitchell | Jun 28, 2024 | Live Happy, Plan Well, Tips & Advice
As of the 2024/25 tax year, IHT incurs a 40% charge on the portion of an estate exceeding the nil rate band of £325,000, excluding transfers to a spouse or registered civil partner. Additionally, the introduction of the main residence allowance in 2017, offering an...
by Paul Mitchell | May 29, 2024 | News, Plan Well, Tips & Advice
Since 6 April, savers and investors have had a more flexible approach to using their ISA allowance. For the first time, individuals can open multiple accounts of the same type of ISA within a single tax year, from 6 April one year to 5 April the next, provided they do...
by Paul Mitchell | Jan 9, 2024 | Plan Well, Tips & Advice
Planning allows you to develop an investment strategy tailored to your risk tolerance and financial goals. It helps you understand different investment options, diversify your portfolio and make informed decisions about where to allocate your funds. A comprehensive...
by Paul Mitchell | Nov 13, 2023 | Plan Well, Tips & Advice
Retirement cash flow modelling can provide numerous benefits to individuals seeking financial security and planning for the future. By assessing your current and projected wealth, income and expenses, retirement cash flow modelling can help you understand your current...
