- 22 October 2019Do You Have Suitable Financial Protection? Financial protection is commonly overlooked when individuals review their finances. However, it forms an…
- 17 October 2019A Guide to Future Financial Planning At 51 years of age I have officially become boring! I’m now more interested…
- 14 October 2019New Trust Registration Rules: Are You Ready From the 10th March 2020, the EU 5th Money Laundering Directive (5MLD) will…
- 10 October 2019Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you used…
- 3 October 2019Family Investment Company VS Trusts I have often been of the mind that trusts are useful to retain both a…
- 10 September 2019Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline its…
- 6 August 2019New legislation introduced in 2018 through to 2019 has put greater onus on Wealth Managers and Stock Brokers to both…
- 31 July 2019Global stock markets finished the quarter in positive territory despite the US-China trade dispute causing a sharp fall in May…
- 16 July 2019I have recently been meeting with a raft of new clients who have been referred to Wingate from several different…
- 14 July 2019The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered by…
- 17 June 2019We are delighted to have won the Best Individual Pensions Advice Firm of the Year Award (London, the South East…

