The difference between restricted and independent advice is something I have dealt with regularly in my career. As a...
Blogs
Financial Planning
Independent vs Restricted
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Independent vs Restricted
The difference between restricted and independent advice is something I have dealt with regularly in my career. As a...
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,...
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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
Does how I own my house impact on any long-term care support I may receive?
When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...
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Does how I own my house impact on any long-term care support I may receive?
When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...
Financial Planning
Recent Court case has inheritance tax (IHT) implications for pension transfers
In April 2015 the tax rules were changed to give people greater access to their pensions, and as a...
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Recent Court case has inheritance tax (IHT) implications for pension transfers
In April 2015 the tax rules were changed to give people greater access to their pensions, and as a...
Financial Planning
Was I right to transfer my final salary pension?
The decision to transfer from a final salary pension scheme is significant and irreversible. If you are considering this...
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Was I right to transfer my final salary pension?
The decision to transfer from a final salary pension scheme is significant and irreversible. If you are considering this...
Financial Planning
Professional Adviser Awards 2019 Adviser Firm of the Year – South East
We’re delighted to announce we’ve been shortlisted for the Professional Adviser Awards 2019 in the category of Adviser Firm...
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Professional Adviser Awards 2019 Adviser Firm of the Year – South East
We’re delighted to announce we’ve been shortlisted for the Professional Adviser Awards 2019 in the category of Adviser Firm...
Financial Planning
Wingate: Top 100 Financial Advice firm
We are proud to announce that Wingate have been given the accolade of “Top 100 Adviser” by the FTAdviser...
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Wingate: Top 100 Financial Advice firm
We are proud to announce that Wingate have been given the accolade of “Top 100 Adviser” by the FTAdviser...
Financial Planning
Planning for long-term care
Whether the need is care at home or moving in to residential care there are many areas that require...
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Planning for long-term care
Whether the need is care at home or moving in to residential care there are many areas that require...
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...
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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
Combatting inheritance tax (IHT) (2/2): Are your pension nominations up-to-date?
I wrote previously how many people view inheritance tax as the unfairest tax of all. I explained that a...
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Combatting inheritance tax (IHT) (2/2): Are your pension nominations up-to-date?
I wrote previously how many people view inheritance tax as the unfairest tax of all. I explained that a...
Financial Planning
Combating inheritance tax (IHT) (1/2): Is your will up-to-date?
Many people view inheritance tax (IHT) as the unfairest tax of all. First of all you are taxed on...
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Combating inheritance tax (IHT) (1/2): Is your will up-to-date?
Many people view inheritance tax (IHT) as the unfairest tax of all. First of all you are taxed on...
Financial Planning
Lifetime gifting: how much can I afford?
According to recent research commissioned by Sanlam UK, almost two-thirds of 25 to 45 year olds expect to receive...
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Lifetime gifting: how much can I afford?
According to recent research commissioned by Sanlam UK, almost two-thirds of 25 to 45 year olds expect to receive...
