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In the Community
December 19, 2024

Festive Cheer: Castlegate Celebrates Christmas Jumper Day 2024 3>

The team at Castlegate Financial Management embraced the festive spirit by taking part in Christmas Jumper Day, sporting their brightest and boldest jumpers in support of a wonderful cause. This year proceeds have been donated…
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In the Community
December 16, 2024

Announcing the Winner of the Duncan & Toplis Group Community Impact Award 3>

We are thrilled to announce that Laura Geeson, one of our incredible team members, has been awarded the inaugural Duncan & Toplis Group Community Impact Award. At Castlegate, we pride ourselves on our community engagement…
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Financial Planning
December 10, 2024

A financial plan for a strong start in 2025 3>

A new year is the perfect opportunity to reflect on what has passed, celebrate accomplishments, and plan for the future. At this time, many people are more motivated to get organised and pursue their goals.…
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Taxation
December 9, 2024

How to navigate capital gains tax 3>

Capital gains tax (CGT) has come under the spotlight again. The 2024 Autumn Statement confirmed an increase in the rates for non-property asset disposals. Moreover, we have witnessed a repeated fall in the tax-free CGT…
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Investments
December 8, 2024

Common investing questions, answered 3>

Investing is for everyone. It is a core part of any financial plan, helping you build wealth and move towards your long-term goals. Yet, the subject can be confusing - even for seasoned investors who…
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Financial Planning
December 7, 2024

Financial advice for widows and widowers: a short guide 3>

Losing a spouse or life partner is one of life’s most traumatic experiences. If you are reading this as someone grieving, first of all, we offer our deepest condolences. Here at Castlegate, our Grantham financial…
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Market Update
December 6, 2024

Market Update – November 2024 3>

November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have shifted in response. Additionally, the impact of the UK’s budget has been affecting economic forecasts,…
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In the Community
December 5, 2024

Over £1,000 Raised for The Children’s Bereavement Centre! 3>

We are delighted to announce that our ‘Share a Bear’ campaign in support of The Children’s Bereavement Centre has been a resounding success. Thanks to the incredible generosity of our team members, clients, and visitors,…
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In the Community
December 4, 2024

Celebrating 30 Years: A Festive Success 3>

We are delighted to share the success of our recent client event, commemorating 30 incredible years in business. The afternoon was filled with Christmas cheer, a three-course festive dinner and some lively entertainment. Our event…
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In the Community
November 27, 2024

St Wulfram’s Church – Christmas Tree Festival 2024 3>

We are excited to share that the team at Castlegate Financial Management is once again supporting St Wulfram’s Church with their annual Christmas Tree Festival in Grantham. Running from 27 November to 1 December, this…
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