Financial Planning

CGT Changes: Entrepreneur’s Relief Subject To Change?

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...


CGT Changes: Entrepreneur’s Relief Subject To Change?

CGT Changes: Entrepreneur’s Relief Subject To Change? There was much discussion before the General Election that individuals may consider...

Financial Planning

Pension Consolidation – Is it right for you?

Pension Consolidation – Is it right for you? As we find ourselves in a new year and a new...


Pension Consolidation – Is it right for you?

Pension Consolidation – Is it right for you? As we find ourselves in a new year and a new...

Financial Planning

What is later life planning?

What is later life planning? People seek financial advice with the general objective of securing their financial future. Some...


What is later life planning?

What is later life planning? People seek financial advice with the general objective of securing their financial future. Some...

Financial Planning

Don’t forget your protection!

Don’t forget your protection! Most people are aware that their pension will allow them access to 25% of the...


Don’t forget your protection!

Don’t forget your protection! Most people are aware that their pension will allow them access to 25% of the...

Financial Planning

Are too many people transferring from their DB pensions?

Are too many people transferring from their DB pensions? The demand for defined benefit (DB, sometimes known as final...


Are too many people transferring from their DB pensions?

Are too many people transferring from their DB pensions? The demand for defined benefit (DB, sometimes known as final...

Financial Planning

All things Green

All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...


All things Green

All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...

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

Pension Benefits: Why You Should Pay into a Pension

Pension Benefits: Why You Should Pay into a Pension There are many pension benefits, such as: Obtain tax relief...


Pension Benefits: Why You Should Pay into a Pension

Pension Benefits: Why You Should Pay into a Pension There are many pension benefits, such as: Obtain tax relief...

Financial Planning

New tax rules may impact UK clients investing in Offshore Investment Bonds

New tax rules may impact UK clients investing in Offshore Investment Bonds On the 6th April this year new...


New tax rules may impact UK clients investing in Offshore Investment Bonds

New tax rules may impact UK clients investing in Offshore Investment Bonds On the 6th April this year new...

Financial Advice

Pension Death Benefits for Vulnerable Beneficiaries

Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...


Pension Death Benefits for Vulnerable Beneficiaries

Pension Death Benefits for Vulnerable Beneficiaries The pension freedoms that were introduced in April 2015 improved the death benefits...

Financial Planning

Death of the Retirement Annuity

Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...


Death of the Retirement Annuity

Death of the Retirement Annuity When retirement approaches, this often brings into focus what regular income and possible one-off...

Our Services

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row We are delighted to...


Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row

Wingate Listed in the ‘Top 100 Financial Advisers’ for a 2nd Year in a Row We are delighted to...