£94bn lost by holding money as cash A new report has revealed that the UK’s working adult population has missed out on a staggering £94 billion over the past five years through failing to invest in the stock market and holding their money in savings accounts. The figure comes from public policy think tank, The […]
View ArticleInheritance Tax Planning, Legacy Planning, Market Commentary, News, Tax Planning
New Main Residence Nil Rate Band Planning This will benefit individuals with direct descendants who have an estate, which includes a main residence, with total assets above the current inheritance tax threshold, or nil-rate band. What is the “Main Residence Nil Rate Band”? It will introduce an additional nil-rate band when a residence is passed […]
View ArticleWe’re well into the new year now and after President Trump’s inauguration on Friday past I thought it might be useful to reflect on the past year. In 2016, the UK market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. UK investors with overseas assets benefited […]
View ArticleEstablishing and defining goals can be a daunting prospect for most of us. If you’re like me you tend to shy away from that and think about something else. Talking about the future in definite terms isn’t easy for many of us. Taking the time to think about the future in the distracted world we […]
View ArticleOver the years we have made a number of charitable donations but rather than continue on an ad hoc basis we are thinking of nominating one charity with a local presence for 2017. We think it would be good to make a meaningful contribution to one charity by donations and possible fund raising. We’d like […]
View ArticleHere’s an article I wrote for Vouchedfor. Click here to read it. I don’t want to copy and paste it as google doesn’t appreciate that! David
View ArticleWe are delighted to have been shortlisted for ‘Adviser Firm of the Year’ at the Professional Adviser Awards 2016. We also made the shortlist in the 2015 edition of the awards and attended them at The Brewery, London.
View ArticleOn 1st November 2015, the Institute of Financial Planning merged with the Chartered Institute for Securities & Investment. We see this as a very positive step, and the merger should further develop and promote financial planning going forward. David is a Certified Financial Planner, the highest qualification available in financial planning and Gibson Financial Planning […]
View ArticleOn 1st November 2015, the Institute of Financial Planning merged with the Chartered Institute for Securities & Investment. We see this as a very positive step, and the merger should further develop and promote financial planning going forward. David is a Certified Financial Planner, the highest qualification available in financial planning and Gibson Financial Planning […]
View ArticleGibson Financial Planning specialises in dealing with clients in the Coleraine and Causeway Coast area who are either approaching retirement or already retired. Nine times out of ten these clients have saved hard and built up substantial pension pots and other sources of income for their retirement. We help them rationalise all this, build and […]
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