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Gifting to Children

Gifting to Children

2021-12-1506:34

In this episode, Jonathan Gibson discusses legacy planning and the issue of how to best pass on your wealth to the next generation.Gifting to children whilst you're still alive is something becoming more prevalent in society, as people want to see the benefits of their gift whilst they are still alive. Yet, it is important to consider if a generous gift could unduly affect your own retirement plans - and this is where an experienced financial planner can help advise the best course of action.------This podcast is hosted by Jonathan Gibson, the Managing Director ofWells Gibson Limited. He is a Chartered Financial Planner, CertifiedFinancial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
In this episode, Jonathan Gibson delves into whether inflation will hurt equity returns.The data suggests that simply staying invested in the markets helps outpace inflation over the long term. Looking at various data points over the past 30 years can help explain why.------This podcast is hosted by Jonathan Gibson, the Managing Director ofWells Gibson Limited. He is a Chartered Financial Planner, CertifiedFinancial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite 
In this episode, Jonathan Gibson explains why investors shouldn't be too concerned about the perceived obstacles to investing.There will always be reasons to not start investing, with many preconceived notions of risk within the markets. But starting the journey is of paramount importance and can always been done in a sensible, long-term manner appropriate to your objectives.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, CertifiedFinancial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
In this episode, Jonathan Gibson explains why investors shouldn't be too concerned about which country will outperform.A globally diversified portfolio can help provide reliable returns over time, and outperformance in one market can help offset lower returns elsewhere.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, CertifiedFinancial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
In this episode, Jonathan Gibson highlights some of the key questions that a long term investor should consider.There are many different aspects of long term investing that a financial planner can help bring to light, including: the kind of competition one might face; the odds of picking a successful investment fund; and how to build a diversified portfolio. It's crucial to have an experienced professional guiding you through the journey.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, CertifiedFinancial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
In this episode, Jonathan Gibson talks about how to make sure you're not caught short.Warren Buffett once said: "Only when the tide goes out, you discover who is swimming naked." So while many sirens may be calling to you from the rocks, promising spectacular returns, it is important to be methodical and tune out the noise in order to avoid getting wiped out.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, CertifiedFinancial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
Welcome to Episode 23 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson talks about how good outcomes are usually the result of a sensible process.This incorporates focusing on risk as opposed to performance and multiple factors are frequently considered. It also relies upon process, and this can do the heavy lifting as well as mitigate the risk to your portfolio over the long term.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
Welcome to Episode 22 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson shares some recent and fortunate news.Wells Gibson won the "2021 Accredited Financial Planning Firm of the Year" award, and Jonathan briefly expands upon what that means.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
Welcome to Episode 21 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson talks about receiving an inheritance. Some of the topics covered include: the average of those receiving an inheritance in the UK and the amount they typically inherit; how people might spend the inheritance money; and the potential 'pre-inheritance' that lies upon the horizon.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online:  LinkedInWebsite
In this episode, Jonathan Gibson talks about the Evergrande situation in China, and whether or not we should be worried. Some of the topics covered include: the reasons behind the property giant crashing; if a company the size of Evergrande could genuinely have a long lasting effect on the global markets; understanding the News versus Noise cycle; and what can be learned moving forward.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
Welcome to Episode 19 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson talks about shareholdings, and how to get a slice of the pie. Some of the topics covered include: how owning a share in a company gives you a claim to the underlying assets; why the future earnings are so relevant; having the right to vote on certain corporate matters; and learning who is typically trading the shares.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online: LinkedInWebsite
Welcome to Episode 18 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson talks about achieving financial independence. Some of the topics covered include: defining what financial independence means to each individual and their family; the importance of vision, planning and discipline; and being less anxious about tomorrow instead of chasing the white rabbit when there's snow!------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in touch with Jonathan, find him online: LinkedInWebsite
Welcome to Episode 17 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson discusses how to make sense of your pensions and investments. Some of the topics covered include: how much investment risk is suitable for your particular goal; how diversification can mitigate risk; and why a wealth planner can help clarify the right level of risk you should allocate within your pensions and investments.------This podcast is hosted by Jonathan Gibson, the Managing Director of WellsGibson Limited. He is a Chartered Financial Planner, Certified FinancialPlanner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online:LinkedInWebsite
Welcome to Episode 16 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson poses some key questions for a long term investor. Some of these include: the competition facing an investor; the chances of picking an outperforming investment fund; and what you should be doing to enhance your chance of long-term success.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in touch with Jonathan, find him online:LinkedInWebsite
Welcome to Episode 15 of the Purposeful Wealth Podcast.In this episode, we recap some of the most important parts of recent episodes. Jonathan Gibson discusses why investment costs really matter; what good and bad investing look like; 7 things you need to know before investing all your money; the top 7 things you need to know about retirement planning; and how to create real wealth with a sense of purpose.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online:LinkedInWebsite 
Welcome to Episode 13 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson discusses why investment costs really matter. In investing, you frequently get what you don't pay for - in other words, it is crucial to watch out for various charges and fees with funds, or when trading shares. The differential wealth outcomes between even 1% a year difference in fees could mean truly life-changing results as the decades roll on.------ This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online:LinkedInWebsite
Welcome to Episode 13 of the Purposeful Wealth Podcast.In this episode, Jonathan Gibson focuses on ongoing investment governance. Sensible, systematic investing is what we favour but it is important for clients to realise that risk management is often far more crucial than chasing performance rewards. A well-balanced portfolio is vital, with regular rebalancing leading to long-term success.------This podcast is hosted by Jonathan Gibson, the Managing Director of Wells Gibson Limited. He is a Chartered Financial Planner, Certified Financial Planner Professional and Chartered Wealth Manager.Jonathan Gibson is also the author of the book "Purposeful Wealth - How to bring Clarity, Contentment and Certainty to your Financial Life."To get in-touch with Jonathan, find him online:LinkedInWebsite
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