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Wingate FP

@WingateFP

An award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals

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Joined November 2010
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Wingate’s Discretionary Investment Portfolios: Taking the Burden off Trustees & Attorneys ift.tt/3fmV95d
Wingate’s Discretionary Investment Portfolios: Taking The Burden Off Trustees & Attorneys | Wingate...

Wingate’s Discretionary Investment Portfolios: Taking The Burden Off Trustees & Attorneys | Wingate...

Making suitable, appropriate, competitive and tax efficient investment decisions is a key challenge for all investors.  Decisions need to be made on a wide

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2023 April Economic Review ift.tt/9Mvn7pX
2023 April Economic Review | Wingate Financial Planning

2023 April Economic Review | Wingate Financial Planning

For quite some time now, we have communicated how high inflation, rising interest rates and slowing economic growth could push the UK and other countries into

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Pensions’ Lifetime Allowance abolished with effect from 6th April 2023 ift.tt/U2OlaCT
A Welcome Relief: New CGT Measures For Divorcing Couples In The UK | Wingate Financial Planning

A Welcome Relief: New CGT Measures For Divorcing Couples In The UK | Wingate Financial Planning

In a world where financial matters are often complicated, the UK government has taken steps to ease the burden on separating couples during the emotionally

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A Welcome Relief: New CGT Measures for Divorcing Couples in the UK ift.tt/5UM6sQ8
A Welcome Relief: New CGT Measures For Divorcing Couples In The UK | Wingate Financial Planning

A Welcome Relief: New CGT Measures For Divorcing Couples In The UK | Wingate Financial Planning

In a world where financial matters are often complicated, the UK government has taken steps to ease the burden on separating couples during the emotionally

wingatefp.com
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Not Everything That Counts Can Be Counted ift.tt/9YdhEv1
Pension Planning For Self-Employed: How The Basis Period Changes Will Affect You | Wingate Financ...

Pension Planning For Self-Employed: How The Basis Period Changes Will Affect You | Wingate Financ...

Self-employed individuals, including those in a trading partnership, will all pay tax on profits at the same time, under the UK government's new basis period

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Pension Planning for Self-Employed: How the Basis Period Changes Will Affect You ift.tt/6eZLKYz
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The midlife MOT ift.tt/WBVxJKj
The Midlife MOT | Wingate Financial Planning

The Midlife MOT | Wingate Financial Planning

The "Mid-Life MOT" website, created by the UK government's pensions department, provides a valuable starting point for individuals looking to assess their

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Begin with the end in mind ift.tt/Qf4vKai
Divorce And Pensions: Make Sure You Protect Your Future! | Wingate Financial Planning

Divorce And Pensions: Make Sure You Protect Your Future! | Wingate Financial Planning

With over 113,000 divorces in 2021 and pensions being the largest asset for households aged between 55 and State Pension age (according to the Office of

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Divorce and Pensions: Make Sure You Protect Your Future! ift.tt/JIgEy4c
Why You Should Embrace Paying Capital Gains Tax (CGT) | Wingate Financial Planning

Why You Should Embrace Paying Capital Gains Tax (CGT) | Wingate Financial Planning

Capital Gains Tax (CGT) is a tax levied on the profit you make from selling assets, such as stocks, shares, and other investments. In England & Wales, the

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Why you should embrace paying capital gains tax (CGT) ift.tt/Cfjpors
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Pensions vs ISAs – which “tax wrapper” is better? ift.tt/FA5kj1n
5 Benefits Of Cashflow Planning | Wingate Financial Planning

5 Benefits Of Cashflow Planning | Wingate Financial Planning

Cashflow planning is one of the most important aspects of financial management that people often overlook. It’s a simple yet powerful tool to help you

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2023 January Economic Review ift.tt/GgNJyTz
2023 January Economic Review | Wingate Financial Planning

2023 January Economic Review | Wingate Financial Planning

As 2022 wound down and we celebrated the start of a new year, there were signs that inflation in many parts of the world, including the UK, Europe, and US,

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5 Benefits of Cashflow Planning ift.tt/VSI3AGj
How/when Should I Take From My Retirement Pot – The Pitfalls Of The 5% Rule | Wingate Financial...

How/when Should I Take From My Retirement Pot – The Pitfalls Of The 5% Rule | Wingate Financial...

This is a question that many people consider and may cause some level of concern. Individuals may decide to put off retiring for “just one more year” in an

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How/when should I take from my retirement pot – the pitfalls of the 5% rule ift.tt/FPagQrd
How/when Should I Take From My Retirement Pot – The Pitfalls Of The 5% Rule | Wingate Financial...

How/when Should I Take From My Retirement Pot – The Pitfalls Of The 5% Rule | Wingate Financial...

This is a question that many people consider and may cause some level of concern. Individuals may decide to put off retiring for “just one more year” in an

wingatefp.com
The importance of assessing attitude to risk ift.tt/hNIwV2O

Return Of The Annuity | Wingate Financial Planning

Purchasing a secure stream of income, an annuity, in recent years has often been dismissed by many people in favour of income drawdown. Income drawdown is a

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Return of the annuity ift.tt/8A4VdJM

Return Of The Annuity | Wingate Financial Planning

Purchasing a secure stream of income, an annuity, in recent years has often been dismissed by many people in favour of income drawdown. Income drawdown is a

wingatefp.com
2022 October Economic Review ift.tt/wUYxvcu
2023 January Economic Review | Wingate Financial Planning

2023 January Economic Review | Wingate Financial Planning

As 2022 wound down and we celebrated the start of a new year, there were signs that inflation in many parts of the world, including the UK, Europe, and US,

wingatefp.com
The Dilemma with ESG Investments and Our Investment Solution ift.tt/7TM63LU
What is later life planning? ift.tt/584axOz
Wingate Financial Planning awarded “Best Retirement Advice Firm” ift.tt/H6s38KI
How Your Pension Can Help Leave A Legacy | Wingate Financial Planning

How Your Pension Can Help Leave A Legacy | Wingate Financial Planning

Did you know that pensions can be a fantastic inheritance tax planning tool?

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