Wingate Financial Planning shortlisted for two awards in 2012
Wingate Financial Planning have been shortlisted for two awards by one of the leading professional journals “Money Marketing”. One of only a few firms to be shortlisted in two categories, Wingate has been nominated both “IFA of the Year” and “Best Retirement Specialists” in the shortlist announcement yesterday. The awards are voted on by a […]
New Guidance on Carry Forward from HMRC
Revised guidance from HMRC this week shows that it will be their practice to consider each year of Carry Forward individually, which could lead to greater allowable contributions than previously thought. In April 2011 the annual allowance for pension contributions was changed to £50,000, a reduction for those who had been able to contribute £255,000 in the […]
Wingate Financial Planning pick up prestigious Gold Standard in Independent Financial Advice 2011 Award
Four of the Wingate Financial Planning team, at House of Commons Gold Standard Award for Independent Financial Advice Wingate Financial Planning were invited to the House of Commons, last night, to receive the coveted Gold Standard for Independent Financial Advice at the Gold Standard Awards 2011. The awards are dedicated to identifying firms in the […]
Thinking of retiring? Make sure you take an umbrella!
What’s predicting the weather got to do with long-term financial planning? An awful lot! I listened with interest to Radio 4s Material World (from circa 16 minutes; as a physics graduate I’m interested in this sort of thing) and Dr Spiegelhalter explained how the MetOffice had invented a game to highlight how many people struggle to understand certain illustrations of uncertainty; specifically weather […]
Write a Will Month (Will Aid)
Next week sees the start of Will Aid, where many solicitors around the UK will draft a Will for no cost, simply asking for a donation to charity. There are many reasons why having a current Will is good advice, but the most simple of all is to ensure that your wishes are followed on […]
Junior ISAs lauched 1st November 2011
Junior Individual Savings Accounts (JISAs) are launched on 1st November 2011, and allow children to benefit (on reaching majority) from a contribution of up to £3,000 a year. Junior ISAs were announced shortly after the abolition of the Child Trust Fund (CTF) from 1st January. As a firm we are regularly involved in helping our clients […]
Inflation hits 20-year high, but the “PPI” may well be higher
This morning’s inflation figures show that the Consumer Prices Index (CPI) hit 5.2%, up from 4.5% in August, higher than the 4.9% forecast by economists. The Retail Prices Index (RPI) increased by 5.6%. This is the highest RPI has been since June 1991 when the index increased by 5.8% year-on-year. Energy price increases have been largely blamed for […]
Unbiased.co.uk report £148 million ‘wasted’ due to tax overpayment
Research conducted by Unbiased.co.uk (the specialist search engine for Financial Advisers) suggests that £148 million is being “wasted” on unecessary Capital Gains Tax. The obvious flaw in their methodology is that it might be not always best advice to dispose of an investment to use a Capital Gains Tax allowance, nor is it necessarily advisable to keep an investment […]
Wingate Financial Planning Commended in MoneyFacts Best Tax and Estate Planner
We’re delighted to share with you, that Wingate Financial Planning, Surrey’s award-winning firm of Chartered Financial Planners were “Commended” in the Moneyfacts Group Good Advice Award in the Best Tax and Estate Planners category. Financial Planning Director, Steve Trinder, commented “We’re delighted to have been shortlisted, and commended in this prestigious award and believes it […]
A tax on long-termism
In August, four European countries banned short-selling, in a measure to reduce some of the market volatility experienced in that month. Short-selling is a legitimate investment strategy where an investor seeks to make money by the downward movement of shares; however in this case it is argued to be a short-term market play – spreading […]
