Financial Planning

How is a redundancy payment taxed?

How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was...


How is a redundancy payment taxed?

How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was...

Financial Planning

Should I save for my children’s (or grandchildren’s) university costs or should they take the student loan?

I have two young children and this question and I have wondered if I should save for their university...


Should I save for my children’s (or grandchildren’s) university costs or should they take the student loan?

I have two young children and this question and I have wondered if I should save for their university...

Financial Planning

Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...


Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...

Financial Planning

Lifetime ISA vs Pension

If you are finding that you have excess cash within your monthly budget, there is value in saving this...


Lifetime ISA vs Pension

If you are finding that you have excess cash within your monthly budget, there is value in saving this...

Financial Planning

Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...


Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...

Financial Planning

How much should I keep in cash?

The value of investments can fall as well as rise. You may not get back what you invest.


How much should I keep in cash?

The value of investments can fall as well as rise. You may not get back what you invest.

Financial Planning

What to do when investments go down in value?

What to do when investments go down in value? If you currently have money invested in “the stock market”...


What to do when investments go down in value?

What to do when investments go down in value? If you currently have money invested in “the stock market”...

Financial Advice

Top tips to help you get the most from your financial adviser

Top tips to help you get the most from your financial adviser You have made the decision to engage...


Top tips to help you get the most from your financial adviser

Top tips to help you get the most from your financial adviser You have made the decision to engage...

Financial Planning

Life Time Allowance charge – Don’t fall in the traps!

Life Time Allowance charge – don’t fall in the traps! Saving money into a pension is an important way...


Life Time Allowance charge – Don’t fall in the traps!

Life Time Allowance charge – don’t fall in the traps! Saving money into a pension is an important way...

Financial Planning

Pension Scams & How to Avoid Them

Pension Scams & How to Avoid Them The average amount of money lost, by victims of pension fraud in...


Pension Scams & How to Avoid Them

Pension Scams & How to Avoid Them The average amount of money lost, by victims of pension fraud in...

Financial Planning

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you...


Lettings Relief Changes: £40,000 due to be withdrawn in April 2020

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you...

Financial Planning

The value of advice

I have recently been meeting with a raft of new clients who have been referred to Wingate from several...


The value of advice

I have recently been meeting with a raft of new clients who have been referred to Wingate from several...