by Tom O'Gorman | Apr 9, 2025 | Plan Well, Tips & Advice
Wealth transfer planning involves much more than merely arranging for Inheritance Tax. It focuses on ensuring that the fruits of your hard work are not squandered after you have gone. This process requires asking crucial questions concerning your legacy, your...
by Tom O'Gorman | Mar 4, 2025 | Live Happy, Plan Well
Regular financial planning is the key to ensuring your retirement aspirations remain within reach. It provides an opportunity to assess where you stand financially, identify potential gaps and develop strategies to address them before it’s too late. If managing this...
by Tom O'Gorman | Feb 10, 2025 | News, Plan Well, Tips & Advice
For higher and additional rate taxpayers, the rate stands at 24%. By comparison, basic rate taxpayers face an 18% CGT liability if their gains and taxable income stay within the basic rate Income Tax limit. Any gains on top of taxable income that fall above the basic...
by Tom O'Gorman | Jan 2, 2025 | Live Happy, Plan Well, Tips & Advice
For estates valued around £500,000, careful planning is essential to ensure your loved ones inherit as much of your wealth as possible. At GSI Wealth Management, we specialise in guiding families through intelligent IHT solutions tailored to their unique...
by Tom O'Gorman | Dec 9, 2024 | Live Happy, Plan Well, Tips & Advice
Although often underestimated, reinvesting dividends is a formidable strategy, harnessing the power of compounding to deliver substantial growth over time. This effect means your investment can grow even if a share or the broader stock market show minimal appreciation...
