Financial Planning

CGT Changes: Entrepreneur’s Relief Subject To Change?

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...


CGT Changes: Entrepreneur’s Relief Subject To Change?

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...

Financial Planning

Are too many people transferring from their DB pensions?

Are too many people transferring from their DB pensions? The demand for defined benefit (DB, sometimes known as final...


Are too many people transferring from their DB pensions?

Are too many people transferring from their DB pensions? The demand for defined benefit (DB, sometimes known as final...

Financial Planning

Professional Adviser Awards 2020

We are delighted to announce that Wingate Financial Planning have been shortlisted for the Professional Adviser Awards 2020 (which...


Professional Adviser Awards 2020

We are delighted to announce that Wingate Financial Planning have been shortlisted for the Professional Adviser Awards 2020 (which...

Financial Advice

Pension Death Benefits for Vulnerable Beneficiaries

Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...


Pension Death Benefits for Vulnerable Beneficiaries

Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...

Financial Planning

Death of the Retirement Annuity

Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...


Death of the Retirement Annuity

Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...

Our Services

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row We are delighted to...


Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row We are delighted to...

Financial Planning

A Guide to Future Financial Planning

A Guide to Future Financial Planning At 51 years of age I have officially become boring! I’m now more...


A Guide to Future Financial Planning

A Guide to Future Financial Planning At 51 years of age I have officially become boring! I’m now more...

Financial Planning

Family Investment Company vs.Trusts

Family Investment Company VS Trusts I have often been of the mind that trusts are useful to retain both...


Family Investment Company vs.Trusts

Family Investment Company VS Trusts I have often been of the mind that trusts are useful to retain both...

Financial Planning

Wingate Financial Planning awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...


Wingate Financial Planning awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...

Financial Planning

What should I do with my ex-Equitable Life Pension (to be Utmost)?

Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...


What should I do with my ex-Equitable Life Pension (to be Utmost)?

Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...

Financial Planning

Why is my Stockbroker/Wealth Manager suddenly so friendly?

New legislation introduced in 2018 through to 2019 has put greater onus on Wealth Managers and Stock Brokers to...


Why is my Stockbroker/Wealth Manager suddenly so friendly?

New legislation introduced in 2018 through to 2019 has put greater onus on Wealth Managers and Stock Brokers to...

Financial Planning

2019 July Economic Review

Global stock markets finished the quarter in positive territory despite the US-China trade dispute causing a sharp fall in...


2019 July Economic Review

Global stock markets finished the quarter in positive territory despite the US-China trade dispute causing a sharp fall in...