The problem with a dividend income strategy in retirement (video)
Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.
What am I paying for financial advice? (video)
It is vital that you have a clear understanding of how much you pay for the services you receive. In this video we discuss the questions you should ask and why you should ask them. This video is not intended to be personalised advice.
Adapting to change
Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client meetings, as well as the future of face to face advice.
What is a Power of Attorney?
Matthew Bond looks at what a Power of Attorney is and also provides a brief outline as to the different options available.
Do I really need a Power of Attorney
Taking a brief look at what a Power of Attorney is and why it so important to have one in place, whatever your age.
Adapting to change
Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client meetings, as well as the future of face to face advice.
How much should I keep in cash?
The value of investments can fall as well as rise. You may not get back what you invest.
Talking to our Financial Planning clients about market volatility
Simon Wateridge, Financial Planner and Simon Moore, also a Financial Planner discuss how we have been talking with our clients about how the current situation affects their financial plans. The value of investments can fall as well as rise. You may not get back what you invest.
How Wingate model financial shocks (video)
Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan. The value of investments can fall as well as rise. You may not get back what you invest.
Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)
There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the broad terms of each, and why I would suggest there’s little benefit in deferring payment (where affordable). For more information see: https://www.gov.uk/government/collections/financial-support-for-businesses-during-coronavirus-covid-19#support-for-the-self-employed This represents our understanding of HM Revenue & Customs practice as at 12th May […]
