Financial Planning
April 14, 2025

How to Maximise the New Tax Year (2025-26) 3>

A new tax year is upon us (2025-26). From 6 April, taxpayers have the opportunity to take full advantage of their new allowances - helping to put more hard-earned income and investment returns back in…
Read More
Investments
April 14, 2025

Tariff Turbulence: The Case For Staying Invested 3>

President Trump has now announced his latest global tariffs. China was hit with a 45% rate on “Liberation Day” (2nd April 2025), with the EU now facing a 20% levy. The UK escaped the worst…
Read More
Taxation
April 14, 2025

Frozen Tax Bands – How Do They Affect You? 3>

Have you ever heard of a “stealth tax”? This occurs when the government raises your tax bill, often without your noticing. In 2025, the most important stealth tax to UK households is arguably the freeze…
Read More
Pensions
April 14, 2025

What Happens to My Pension When I Die? 3>

Pensions are a powerful tool for providing a retirement income. Yet, what happens to your pension when you die? Can your loved ones expect to inherit anything? In this guide, our financial planners at Castlegate…
Read More
News
April 2, 2025

Market Update – March 2025 3>

In March, US equities continued their painful downward trend in 2025. Investor concern over US tariffs was driving much of the downward movement. In the UK, this was exacerbated by the weakening US dollar (USD)…
Read More
Financial Planning
March 12, 2025

2025: The UK Economy & Your Financial Plan 3>

What might happen to the UK economy in 2025? What could it mean for your finances, and how can you prepare your financial plan? It is impossible to predict what will happen, but we can…
Read More
Financial Planning
March 12, 2025

The Gender Pay Gap: Achieving Financial Empowerment 3>

International Women’s Day (8 March) is an important reminder of issues faced by women across the world. Finance remains a key area where women experience considerable barriers. There are still significant gender “gaps” between men…
Read More
Investments
March 12, 2025

The Risk vs. Reward Dilemma: How Should You Invest? 3>

Every financial decision carries some level of risk. The challenge is knowing which risks to take and whether the potential reward justifies them. Yet, how do you balance risk and reward? In this article, our…
Read More
Investments
March 12, 2025

Bed & ISA: How To Maximise Your Investments 3>

How can you get the best possible returns? One option is to optimise your investment strategy in light of your goals, capacity for loss, risk tolerance and strategy. Another idea is to reduce needless investment…
Read More
News
March 12, 2025

Market Update – February 2025 3>

February continues a recent trend of market uncertainty. Investors are navigating a world of geopolitical shifts, particularly due to President Trump’s stream of executive orders and foreign policy announcements from the US. In the UK,…
Read More