Financial Planning

Should I own my employer’s shares?

As detailed in my previous blog, there are many sensible reasons as to why an individual may accumulate shares...


Should I own my employer’s shares?

As detailed in my previous blog, there are many sensible reasons as to why an individual may accumulate shares...

Financial Planning

Should I join my company share scheme?

Many employers have introduced a move away from cash incentive plans or bonuses to similar awards (which are long-term...


Should I join my company share scheme?

Many employers have introduced a move away from cash incentive plans or bonuses to similar awards (which are long-term...

Financial Planning

How do the changes to minimum pension “retirement age” impact me?

The age that most people can access their pension benefits is currently 55 and the government has recently announced...


How do the changes to minimum pension “retirement age” impact me?

The age that most people can access their pension benefits is currently 55 and the government has recently announced...

Financial Planning

2021 January Economic Review

Global stock markets went up as a result of positive news on COVID-19 vaccines. Coronavirus cases surged in many...


2021 January Economic Review

Global stock markets went up as a result of positive news on COVID-19 vaccines. Coronavirus cases surged in many...

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,...