Gemini Wealth Group

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Gemini Wealth Group Your strategic partner for every stage of your financial planning journey

Established in 2006 in Sutton Coldfield, the Gemini team provides professional, unbiased, financial products advice, financial planning, investment, wealth management and tax efficiency advice to both private individuals and businesses alike. Our team of qualified, accredited financial advisors utilise in excess of 300 years combined experience to work closely with clients to provide the most effective financial advice to meet your own unique requirements. Our pro-active approach can open up areas of your financial 'well-being' that you perhaps hadn't considered. Our cross divisional links offer solutions in line with your individual requirements

Unless you work in the financial services industry, financial planning and decision making can be a virtual minefield, causing undue stress whatever your level of investment. Our team of IFA's are available to help you make the right decisions regarding your money, helping to remove unnecessary stress. Our philosophy is always to:

+ Provide friendly, courteous and efficient service;
+ Always exceed your expectations;
+ Listen to what YOU are saying;
+ Communicate with you quickly and fully;
+ Never surprise you with costs you're not expecting;
+ Be honest, truthful and upfront with you at all times;
+ Aim for you to pay the least amount of tax payable within the law;
+ Provide pro-active business advice wherever possible. To find out more about how our team of Financial Advisers can help you please call FREE on 0800 255 0123 or contact us here

Have you planned for the unexpected? 🤔Life doesn't always go to plan, but making sure your wishes are known and your lov...
03/11/2026

Have you planned for the unexpected? 🤔

Life doesn't always go to plan, but making sure your wishes are known and your loved ones are protected can make all the difference.

Who would make important decisions on your behalf if you couldn't? Is your Will up to date? And have you considered putting a Lasting Power of Attorney in place?

These aren't always easy conversations, but they're important ones, and it's never too early to start.

Join us for our FREE webinar, where we'll explore planning for life, legacy and the unexpected, helping you understand the steps you can take to prepare for the future.

📅 Choose your preferred session:

🗓️ Tuesday 10 November | 10am
Register here: d4517b55-9310-4f64-8e5d-4c9b88990c31@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d4517b55-9310-4f64-8e5d-4c9b88990c31@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog

🗓️ Thursday 12 November | 2pm
Register here: 28178779-7e81-4a63-8abd-9c195ce2df5c@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/28178779-7e81-4a63-8abd-9c195ce2df5c@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog

A little planning today could make a big difference tomorrow.

Secure your free place today!

𝗛𝗼𝘄 𝘄𝗲𝗹𝗹 𝗱𝗼 𝘆𝗼𝘂 𝗿𝗲𝗮𝗹𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅?New research suggests many Britons are less confident about the rules ...
03/11/2026

𝗛𝗼𝘄 𝘄𝗲𝗹𝗹 𝗱𝗼 𝘆𝗼𝘂 𝗿𝗲𝗮𝗹𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅?

New research suggests many Britons are less confident about the rules than they might think.

Consider these findings:

𝟱𝟵% find Inheritance Tax confusing.

𝟳𝟰% have limited or no knowledge of gifting allowances and exemptions.

𝟱𝟳% are unaware of, or don't understand, the seven-year gifting rule.

And with frozen tax thresholds and changes to how pensions will be treated from April 2027, understanding these rules could become increasingly important for families.

The good news? There are legitimate allowances and exemptions that may help reduce potential Inheritance Tax liabilities.

But knowing they exist is only the beginning. Understanding how and when they apply is what matters.

Our latest article explores the confusion surrounding Inheritance Tax, the gifting rules families often misunderstand and why early planning can make a meaningful difference.

👉 Read more: https://geminiwealthgroup.com/company-news/britons-face-inheritance-tax-confusion/

Keeping an eye on your investments is important, but when did you last look at your estate as a whole? 🔎Your property, s...
01/11/2026

Keeping an eye on your investments is important, but when did you last look at your estate as a whole? 🔎

Your property, savings, investments and other assets can all contribute to your overall estate and potentially affect your Inheritance Tax position.

Our free assessment asks 8 simple questions to help give you a clearer indication of where you currently stand 📋

🔗 Take the free assessment and know where you stand today:
https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

Happy Halloween! 🎃Wishing everyone a spooky and fun-filled October 31st!
31/10/2026

Happy Halloween! 🎃

Wishing everyone a spooky and fun-filled October 31st!

𝗧𝗲𝗻 𝘆𝗲𝗮𝗿𝘀 𝘂𝗻𝘁𝗶𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. 𝗜𝘀 𝘁𝗵𝗮𝘁 𝗽𝗹𝗲𝗻𝘁𝘆 𝗼𝗳 𝘁𝗶𝗺𝗲, 𝗼𝗿 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸?A decade might sound like a long way off.But ...
30/10/2026

𝗧𝗲𝗻 𝘆𝗲𝗮𝗿𝘀 𝘂𝗻𝘁𝗶𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁. 𝗜𝘀 𝘁𝗵𝗮𝘁 𝗽𝗹𝗲𝗻𝘁𝘆 𝗼𝗳 𝘁𝗶𝗺𝗲, 𝗼𝗿 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸?

A decade might sound like a long way off.

But when it comes to retirement planning, those final ten years can be some of the most important.

It's a chance to take stock of what you've saved, understand what your future lifestyle might cost and make adjustments before you stop working.

So, what should you be thinking about?

𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝘁𝗼 𝗴𝗼: Review your pensions, savings and investments.

𝗬𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽: Check whether your contributions and expected retirement income are on track.

𝗕𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝗿𝗲𝘁𝗶𝗿𝗲: Understand how you'll turn your savings into income and manage the tax implications.

Throughout the decade: Keep reviewing your plans as your circumstances and priorities change.

Retirement isn't just about reaching a particular age. It's about having the financial freedom to enjoy the years that follow.

Our latest article explores how to make the most of the decade before retirement.

👉 Read more: https://geminiwealthgroup.com/company-news/ten-years-to-go-is-your-retirement-plan-on-track/

Some things are scarier than Halloween… 👻🎃That pension you haven't reviewed in years. The Will you've been meaning to up...
30/10/2026

Some things are scarier than Halloween… 👻🎃

That pension you haven't reviewed in years. The Will you've been meaning to update. The Inheritance Tax questions you've been putting off.

Sound familiar? 👀

While ghosts and ghouls might give us a fright, it's the financial decisions we keep putting off that could come back to haunt us.

The good news? A little planning today could help you feel more confident about tomorrow.

This Halloween, don't leave your family's financial future to chance.

Could Inheritance Tax affect what you leave behind?🔍

Take our FREE Inheritance Tax Assessment to get a personalised indication of your potential IHT position, plus access to our free guide, 10 Common Inheritance Tax Mistakes...

👉 Take the assessment: https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

📢 FREE WEBINAR | Planning for Life, Legacy and the UnexpectedHave you thought about who would make important decisions o...
28/10/2026

📢 FREE WEBINAR | Planning for Life, Legacy and the Unexpected

Have you thought about who would make important decisions on your behalf if you couldn't? Or how you can ensure your wishes are respected and your loved ones are looked after?

Planning ahead isn't always at the top of our to-do lists, but it can make a real difference to the people who matter most.

Join Gemini Wealth Group for our upcoming FREE webinar, where we'll be exploring the importance of:

🏡 Wills and protecting your wishes
📄 Lasting Powers of Attorney (LPAs)
🤝 Trusts and planning for your family's future

Whether you're starting to think about these things or simply want to understand your options, this is a great opportunity to learn more.

📅 Choose your preferred session:

Tuesday 10 November | 10am
👉 d4517b55-9310-4f64-8e5d-4c9b88990c31@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d4517b55-9310-4f64-8e5d-4c9b88990c31@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog

Thursday 12 November | 2pm
👉 28178779-7e81-4a63-8abd-9c195ce2df5c@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/28178779-7e81-4a63-8abd-9c195ce2df5c@b76387f4-aaff-466c-b692-f0dfd76648fd?source=copyLinkOneEventsShareDialog

💻 Online and completely free to attend.

𝗪𝗵𝗲𝗻 𝗶𝘀 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗽𝗮𝘀𝘀 𝘄𝗲𝗮𝗹𝘁𝗵 𝘁𝗼 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻?For many families, the answer has traditionally been to pre...
28/10/2026

𝗪𝗵𝗲𝗻 𝗶𝘀 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗽𝗮𝘀𝘀 𝘄𝗲𝗮𝗹𝘁𝗵 𝘁𝗼 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻?

For many families, the answer has traditionally been to preserve pension savings and leave them to loved ones later.

But 𝗳𝗿𝗼𝗺 𝟲 𝗔𝗽𝗿𝗶𝗹 𝟮𝟬𝟮𝟳, most unused pension funds and pension death benefits will fall within the scope of Inheritance Tax.

That could change how some families approach retirement income and inheritance planning.

Rather than leaving substantial pension savings untouched, it may be worth considering whether some wealth could be passed on during your lifetime.

For example, contributing to a child's or grandchild's pension could help support their financial future while potentially reducing the value of your estate.

However, gifting rules, pension contribution limits and your own retirement needs must all be considered carefully.

The goal isn't simply to reduce Inheritance Tax. It's to find the right balance between protecting your own financial security and supporting the people you care about.

Our latest article explores the forthcoming changes and the planning opportunities worth considering.

👉 Read more: https://geminiwealthgroup.com/wealth-management-insights/reconsidering-how-to-use-pension-savings-and-pass-wealth-to-the-next-generation/

8 questions. That’s all it takes to get a clearer picture of your potential Inheritance Tax position. 📝🏡It starts with s...
26/10/2026

8 questions. That’s all it takes to get a clearer picture of your potential Inheritance Tax position. 📝🏡

It starts with simple, easy to answer questions about the things you already know:

🏠 Your home
👨‍👩‍👧‍👦 Your family
💷 Your estate
📋 Your existing plans

Your answers help build a more personalised indication of your potential Inheritance Tax position, so you can better understand where you stand and what may be worth considering next.

You’ll also receive our free guide covering 10 common Inheritance Tax mistakes to look out for. 📖✨

🔗 Take the free assessment:
https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

You may be worth more than you think. 🏡 💷When you look at the full picture, including your property, savings, investment...
24/10/2026

You may be worth more than you think. 🏡 💷

When you look at the full picture, including your property, savings, investments and pensions, the value of your estate can quickly add up. Understanding that total can be an important part of planning for Inheritance Tax and protecting what you hope to leave behind. 🙌

Our free Inheritance Tax Assessment can give you an indication of where you currently stand and highlight areas you may want to consider next. 📋✨

🔗 Take the free assessment here:
https://geminiwealthgroup.com/financial-advisors/personal-advisors/inheritance-tax/

Address

Gemini House, 71 Park Road
Sutton Coldfield
B736BT

Opening Hours

Monday 8am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 8am - 1pm

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