- 9 January 2015Cash or money held on deposit forms an important part of personal financial planning. Typically we would expect to see…
- 9 January 2015The Finance Bill removes speculation on whether a 'settlement nil rate band' would go ahead; it is now confirmed that…
- 11 December 2014On 3rd December 2014, the Chancellor, George Osborne, stood up and delivered his Autumn Statement. We have looked at the…
- 28 November 2014We are currently waiting for draft legislation giving further detailed on changes to the taxation of pension lump sum death benefits. There has…
- 27 November 2014For the fourth consecutive year we are delighted to announce that members of Wingate's Financial Planning team were invited to…
- 30 October 2014Paying income tax, at best, is begrudgingly accepted as a necessity. Paying as little as possible is appealing to most…
- 24 October 2014The government has announced it is considering allowing peer-to-peer lending in a new individual savings account. Over the past couple…
- 18 October 2014Some of the key points to take away are: Investing is a complex area and getting things wrong can be…
- 18 October 2014Chris Chris is a project manager who specialises in Technology. His last salaried role was three years ago and since…
- 18 October 2014Holistic financial planning The first thing we do is look at the bigger picture. We will consider all aspects of…
- 18 October 2014Risk Risk, in the context of investments, often refers to the degree to which short term investment returns will deviate…

