Financial Planning

Share the love!

Sharing the Marriage Allowance is a bit of an old chestnut but often comes up in conversation during client...


Share the love!

Sharing the Marriage Allowance is a bit of an old chestnut but often comes up in conversation during client...

Financial Planning

2021 – An Opportunity for Change

Investing whilst listening to your moral compass or considering your ethical preferences has been around for many years.  Friends...


2021 – An Opportunity for Change

Investing whilst listening to your moral compass or considering your ethical preferences has been around for many years.  Friends...

Financial Planning

The slow creep of inflation

Consumer price inflation, the rate at which the prices of goods and services bought by households rise and fall,...


The slow creep of inflation

Consumer price inflation, the rate at which the prices of goods and services bought by households rise and fall,...

Financial Planning

Should I continue to hold cash on deposit?

Bank base rates currently stand at 0.1% in the UK with similarly low rates in the US and Europe....


Should I continue to hold cash on deposit?

Bank base rates currently stand at 0.1% in the UK with similarly low rates in the US and Europe....

Care Fees Planning Financial Planning

What are the main considerations in funding for long-term care fees?

Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...


What are the main considerations in funding for long-term care fees?

Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...

Financial Planning

A Wingate Financial Planning White Paper… Funding for later life care provision

When looking at later life planning and in particular care funding there are many different options available and working...


A Wingate Financial Planning White Paper… Funding for later life care provision

When looking at later life planning and in particular care funding there are many different options available and working...

Financial Planning

A free lunch?

In the current tough economic environment, every penny counts.  Many people have been faced with a reduction in their...


A free lunch?

In the current tough economic environment, every penny counts.  Many people have been faced with a reduction in their...

Financial Planning

Tapered Annual Allowance

Tapered Annual Allowance The Pension Annual Allowance sets the limit on how much you can pay into a pension...


Tapered Annual Allowance

Tapered Annual Allowance The Pension Annual Allowance sets the limit on how much you can pay into a pension...

Financial Planning

We have all the time in the world

We have all the time in the world ‘I don’t want brought up in a country where...


We have all the time in the world

We have all the time in the world ‘I don’t want brought up in a country where...

Financial Planning

Don’t forget your protection!

Don’t forget your protection! Most people are aware that their pension will allow them access to 25% of the...


Don’t forget your protection!

Don’t forget your protection! Most people are aware that their pension will allow them access to 25% of the...

Financial Planning

All things Green

All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...


All things Green

All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...

Financial Planning

Are you due a refund on a Power of Attorney?

Have you checked to see whether you are one of the many thousands of people in the UK who...


Are you due a refund on a Power of Attorney?

Have you checked to see whether you are one of the many thousands of people in the UK who...