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...

Financial Planning

Peter Magliocco achieves full membership of the Society of Later Life Advisers

We are pleased to announce that Peter Magliocco has been approved by the Later Life Accreditation panel and has...


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Peter Magliocco achieves full membership of the Society of Later Life Advisers

We are pleased to announce that Peter Magliocco has been approved by the Later Life Accreditation panel and has...

Financial Planning

Why reviewing your Will is so important

Relying on an inheritance from a family member is becoming an important part of financial planning for many people....


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Why reviewing your Will is so important

Relying on an inheritance from a family member is becoming an important part of financial planning for many people....

Financial Planning

Investing for Income in Retirement

Saving and investing for your retirement can be viewed as the biggest financial challenge. Whilst saving for your retirement,...


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Investing for Income in Retirement

Saving and investing for your retirement can be viewed as the biggest financial challenge. Whilst saving for your retirement,...

Financial Planning

How early should I start planning for retirement?

The simple answer to this question is it is never too early. Whilst planning for retirement may not be...


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How early should I start planning for retirement?

The simple answer to this question is it is never too early. Whilst planning for retirement may not be...

Financial Planning

How do I securely cover the cost of a care home?

If you have savings and assets in excess of £23,250 (England) and are moving into a care home, you...


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How do I securely cover the cost of a care home?

If you have savings and assets in excess of £23,250 (England) and are moving into a care home, you...

Financial Planning

Self-employed – make the most of your profit with a pension

What makes your business successful? The answer is probably, you. This will normally mean that you are hands on...


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Self-employed – make the most of your profit with a pension

What makes your business successful? The answer is probably, you. This will normally mean that you are hands on...

Financial Planning

Pension Freedoms: Five Years On

It is five years since George Osborne stood up in the House of Commons and declared Let me be...


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Pension Freedoms: Five Years On

It is five years since George Osborne stood up in the House of Commons and declared Let me be...

Financial Planning

What is a Power of Attorney?

In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...


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What is a Power of Attorney?

In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...