Author: Alistair Cunningham

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

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

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

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

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

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

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

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

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

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

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

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