Financial Planning

Why is my Stockbroker/Wealth Manager suddenly so friendly?

New legislation introduced in 2018 through to 2019 has put greater onus on Wealth Managers and Stock Brokers to...


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Why is my Stockbroker/Wealth Manager suddenly so friendly?

New legislation introduced in 2018 through to 2019 has put greater onus on Wealth Managers and Stock Brokers to...

Financial Planning

The value of advice

I have recently been meeting with a raft of new clients who have been referred to Wingate from several...


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The value of advice

I have recently been meeting with a raft of new clients who have been referred to Wingate from several...

Financial Planning

Inheritance tax and gifting – are we going to see a major change to the rules?

The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered...


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Inheritance tax and gifting – are we going to see a major change to the rules?

The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered...

Financial Planning

Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...


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Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...

Financial Planning

Wingate winner of Best Individual Pensions Advice Firm of the Year Award at the Retirement Planner Awards 2019

We are delighted to have won the Best Individual Pensions Advice Firm of the Year Award (London, the South...


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Wingate winner of Best Individual Pensions Advice Firm of the Year Award at the Retirement Planner Awards 2019

We are delighted to have won the Best Individual Pensions Advice Firm of the Year Award (London, the South...

Financial Planning

Are you due a refund on a Power of Attorney?

Have you checked to see whether you are one of the many thousands of people in the UK who...


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Are you due a refund on a Power of Attorney?

Have you checked to see whether you are one of the many thousands of people in the UK who...

Financial Planning

3 pots for successful financial planning

Clients often ask me; How much do I need to keep in cash? How much should I invest? How...


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3 pots for successful financial planning

Clients often ask me; How much do I need to keep in cash? How much should I invest? How...

Financial Planning

Why do Wingate Financial Planning enter awards?

I have been asked on several occasions why Wingate Financial Planning spend so much time entering awards.  There are...


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Why do Wingate Financial Planning enter awards?

I have been asked on several occasions why Wingate Financial Planning spend so much time entering awards.  There are...

Financial Planning

Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...


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Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...

Financial Planning

Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2019

We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...


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Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2019

We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...

Financial Planning

The Tapered Annual: counter-intuitive and counter-productive?

The annual allowance is the greatest sum that can be paid into a pension without recovery tax charges. For...


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The Tapered Annual: counter-intuitive and counter-productive?

The annual allowance is the greatest sum that can be paid into a pension without recovery tax charges. For...

Financial Planning

Wingate shortlisted for the Best Individual Pensions Advice Firm of the Year Award at the Retirement Planner Awards 2019

We are delighted to be short-listed for the Best Individual Pensions Advice Firm of the Year Award at the...


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Wingate shortlisted for the Best Individual Pensions Advice Firm of the Year Award at the Retirement Planner Awards 2019

We are delighted to be short-listed for the Best Individual Pensions Advice Firm of the Year Award at the...