- 24 May 2018So, what inheritance tax saving schemes will be withdrawn when the Office of Tax Simplification (OTS) delivers its report in…
- 11 May 2018This article has been updated to take into account 2023, 2024, and proposed 2027 changes. Historically age 75 was an…
- 11 May 2018In May, we look at how the UK economy has recovered, after a decade of the financial crisis and the…
- 26 April 2018The end of another tax year has just passed and with this came the usual last minute pension and ISA…
- 20 April 2018This is the 2018 version of a resource that used to be downloadable from the website. A typeset version will…
- 18 April 2018What is the best way to invest your funds, when you are targeting “income”? Conventionally many investors would pick assets…
- 13 April 2018In April, we look at the global and UK economy, along with a focus on investment markets. UK Economic Growth…
- 6 April 2018Confusingly, there is no single answer to this question, but the first consideration is which type of State Pension you…
- 29 March 2018Wingate Financial Planning, one of Surrey's leading firms of Chartered Financial Planners, is delighted to announce we have been shortlisted…
- 8 March 2018We have written on these pages before about the tax efficiency of pensions. Pensions make particularly good planning sense for…
- 6 March 2018Will my family be able to take full advantage of the new “Pension Freedoms” ? From my time working for…
- 20 February 2018Life insurance is a way of providing for your family’s financial future upon your death. This all sounds very positive,…
