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...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

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...

Financial Planning

How do I securely cover the cost of a care home?

If you have savings and assets in excess of £23,250 (England) and are moving into a care home, you...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

How do I securely cover the cost of a care home?

If you have savings and assets in excess of £23,250 (England) and are moving into a care home, you...

Financial Planning

How can I reduce the cost of long-term care to myself?

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


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

How can I reduce the cost of long-term care to myself?

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

Financial Planning

Brick in the wall

I consider the UK State Pension to be a key component of my clients’ secure income in retirement.  Therefore,...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Brick in the wall

I consider the UK State Pension to be a key component of my clients’ secure income in retirement.  Therefore,...

Financial Planning

The risks of pension consolidation

Bringing together or consolidating the various pension plans that you have built up over your working life into one...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

The risks of pension consolidation

Bringing together or consolidating the various pension plans that you have built up over your working life into one...

Financial Planning

Do I need to reposition my investments prior to 29th March 2019, BREXIT?

Often the inference of this question is that the current investment strategy is not or will not be fit...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Do I need to reposition my investments prior to 29th March 2019, BREXIT?

Often the inference of this question is that the current investment strategy is not or will not be fit...

Financial Planning

What is a Bond?

Bonds come in many shapes and sizes and may or may not be suitable to your circumstances. “Bond” is...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

What is a Bond?

Bonds come in many shapes and sizes and may or may not be suitable to your circumstances. “Bond” is...

Financial Planning

Mind the gap!

Are your finances arranged in such a way that £1,000 per week for the cost of funding nursing home...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Mind the gap!

Are your finances arranged in such a way that £1,000 per week for the cost of funding nursing home...

Financial Planning

Plain “Vanilla” Inheritance Tax Planning

So, what inheritance tax saving schemes will be withdrawn when the Office of Tax Simplification (OTS) delivers its report...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Plain “Vanilla” Inheritance Tax Planning

So, what inheritance tax saving schemes will be withdrawn when the Office of Tax Simplification (OTS) delivers its report...

Financial Planning

Procrastination is the thief of time

I don’t need to save towards my financial future now, there’s plenty of time to do that later! If...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Procrastination is the thief of time

I don’t need to save towards my financial future now, there’s plenty of time to do that later! If...

Financial Planning

It’s still OK to do Film Studies!

“My children will individually be £50,000 in debt at the end of their three year university degree. They will...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

It’s still OK to do Film Studies!

“My children will individually be £50,000 in debt at the end of their three year university degree. They will...

Financial Planning

Pension freedoms: Should I stay or should I go?

What does flexibility, freedom and choice in terms of financial planning mean?  I take this to mean, I can...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Pension freedoms: Should I stay or should I go?

What does flexibility, freedom and choice in terms of financial planning mean?  I take this to mean, I can...