Financial Planning

A Guide to Future Financial Planning

A Guide to Future Financial Planning At 51 years of age I have officially become boring! I’m now more...


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A Guide to Future Financial Planning

A Guide to Future Financial Planning At 51 years of age I have officially become boring! I’m now more...

Financial Planning

New Trust Registration Rules: Are You Ready?

New Trust Registration Rules: Are You Ready From the 10th March 2020, the EU 5th Money Laundering Directive (5MLD)...


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New Trust Registration Rules: Are You Ready?

New Trust Registration Rules: Are You Ready From the 10th March 2020, the EU 5th Money Laundering Directive (5MLD)...

Financial Planning

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you...


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Lettings Relief Changes: £40,000 due to be withdrawn in April 2020

Lettings Relief Changes: £40,000 due to be withdrawn in April 2020 If you own a second property that you...

Financial Planning

Family Investment Company vs.Trusts

Family Investment Company VS Trusts I have often been of the mind that trusts are useful to retain both...


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Family Investment Company vs.Trusts

Family Investment Company VS Trusts I have often been of the mind that trusts are useful to retain both...

Financial Planning

Wingate Financial Planning awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...


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Wingate Financial Planning awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal...

Financial Planning

What should I do with my ex-Equitable Life Pension (to be Utmost)?

Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...


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What should I do with my ex-Equitable Life Pension (to be Utmost)?

Equitable Life has recently gone through an exercise where it wrote to all its existing policy holders to outline...

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...