Financial Planning

Tapered Annual Allowance: Should I make a contribution this tax-year, or should I wait?

The rules on what can be paid into a pension, by a higher earner, changed on 6 April 2020...


Tapered Annual Allowance: Should I make a contribution this tax-year, or should I wait?

The rules on what can be paid into a pension, by a higher earner, changed on 6 April 2020...

Financial Planning

The absurdity of a one-off wealth tax

I’ve been following proposals to introduce a UK wealth tax with interest. The announcement yesterday to introduce a one-off...


The absurdity of a one-off wealth tax

I’ve been following proposals to introduce a UK wealth tax with interest. The announcement yesterday to introduce a one-off...

Uncategorized

Wingate Financial Planning: FT Adviser Top 100 Financial Advisers’ Award

Wingate are proud to have been announced as being in the FT Adviser Top 100 adviser firms for the...


Wingate Financial Planning: FT Adviser Top 100 Financial Advisers’ Award

Wingate are proud to have been announced as being in the FT Adviser Top 100 adviser firms for the...

Financial Planning

How much inheritance tax will you really pay?

The headline rate of inheritance tax may seem galling at 40% of an individual’s estate. However, the rate is often...


How much inheritance tax will you really pay?

The headline rate of inheritance tax may seem galling at 40% of an individual’s estate. However, the rate is often...

Financial Planning

Are you missing the hidden financial planning risks of the Coronavirus?

The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...


Are you missing the hidden financial planning risks of the Coronavirus?

The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...

Financial Planning

2020 October Economic Review

Global stock markets went up during the third quarter as economies began to recover from lockdowns. There was positive...


2020 October Economic Review

Global stock markets went up during the third quarter as economies began to recover from lockdowns. There was positive...

Financial Planning

One third of investors (erroneously) sold out of their investments in early 2020

According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...


One third of investors (erroneously) sold out of their investments in early 2020

According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...

Financial Planning

Have “Absolute Return” funds finally managed to achieve their objectives?

There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...


Have “Absolute Return” funds finally managed to achieve their objectives?

There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...

Financial Planning

Is your ESG fund manager asking the difficult questions?

It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...


Is your ESG fund manager asking the difficult questions?

It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...

Financial Planning

2020 July Economic Review

Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...


2020 July Economic Review

Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...

Financial Planning

Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.


Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.

Financial Planning

The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.


The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.