Investment Planning

Clarity through simplicity.......

At Gemini, we take immense care to fully understand the circumstances, needs, objectives and attitude to risk for each and every one of our clients, as there are many factors that govern and influence the choice and suitability of investments.

The appropriate combination of investment vehicles can differ enormously from one set of circumstances to another. At Gemini, we always ensure that the solutions and strategies we recommend are as straight forward as possible.. unless complicated is requested, of course!

Whether you wish to utilise your annual ISA allowance, invest a lump sum, or whether your are looking for a vehicle to offset Income Tax and defer Capital Gains Tax, we can provide you with the perfect solution for your needs.

We follow our mantra of maximising return whilst minimising tax throughout all that we do.

A sample of some of the investment plans we can arrange are:

  • Unit Trusts
  • Open-ended Investment Companies (OEICS)
  • Investment Trusts
  • Onshore and Offshore Investment Bonds
  • ISAs
  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Hedge Funds
  • Structured Products

Whilst considered investment planning is prudent, it is also important to remember at all times that past performance is not an indication of future performance and the value of investments and any associated income can go down as well as up, therefore you may not get back the original amount invested.