William Bale

Wealth Manager

Will joined Tideway in October 2016 having worked at another wealth management business in the years prior. Will graduated University with a degree in Accounting and Finance and has since completed his Diploma in Regulated Financial Planning. Having lead and been a big part of the Client Services and Paraplanning teams, Will is now one of our Wealth Managers. As Will has been a part of the back office process and now the advice process, he has used his experiences to write our guide on pension consolidation. Will is an avid AFC Wimbledon fan and one of the company golfers, but usually spends his spare time with his young family.

A selection of insights written by William Bale

The Best Christmas Gift / Money Gifting

William Bale
December 20, 2023

Whilst discussing finances within families can be difficult, rising asset prices and frozen Inheritance Tax (IHT) thresholds has inevitably meant that more and more people will be dragged into paying...

Tax on Redundancy Payment – Is it Tax Free? I Tideway Wealth

William Bale
February 1, 2021

Recently, we have been approached to advise clients on what their options are when it comes to redundancy and what to do with the proceeds. The answer is usually in...