Pensions
February 18, 2025

Junior pensions explained: why starting early pays off 3>

One of the best gifts you can give a child (or grandchild) is a good start in life. Yet what about their “later life”? One day, your loved one will hopefully enjoy a long, comfortable…
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Investments
February 14, 2025

Deepseek “wobble” – how investors can handle market turbulence 3>

What should you do when markets are shaken? This is exactly what happened in late January 2025, as news of a rising Chinese startup called DeepSeek hit the headlines. Many investors quickly sold their shares…
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Pensions
February 12, 2025

Will the State Pension be means-tested? 3>

The State Pension costs the British government a huge amount of money. In 2022-2023 alone, it cost £110.5bn. This is expected to grow to £124bn in 2023-24 as the “triple lock” system raises the State…
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Taxation
February 11, 2025

How to save on tax in 2024-25 3>

How are you keeping your hard-earned income and returns? Last year, 71% of UK taxpayers who checked their tax code found they were overpaying. Indeed, over £8 billion could be owed to the British public…
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News
February 10, 2025

Castlegate welcomes Peter Wilson as new managing director 3>

We have appointed a new managing director to lead our financial advice and wealth management team at Castlegate Financial Management, supporting our ambitious drive for growth.  Peter Wilson joins us with a wealth of experience…
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Market Update
February 1, 2025

Market Update – January 2025 3>

January has been full of key events that could define 2025. The UK faces muted growth in the months ahead, with questions hanging over the government’s legitimacy and tax agenda as the Spring Budget approaches.…
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Financial Planning
January 16, 2025

How to achieve financial stability in 2025 3>

Did you know that nearly one-third of UK workers are living month-to-month? The statistic is also reflected amongst those earning over £100,000 due to the cost of living “squeeze”. Financial stability is all about living…
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Investments
January 10, 2025

4 ways to maximise your allowances before the April deadline 3>

How can you legitimately reduce taxes before the April 2025 deadline? In 2024-25, UK households are still facing pressures on their living costs, with the British Retail Consortium warning food prices could rise 4.2% by…
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Taxation
January 7, 2025

Gifts & IHT: a short guide 3>

IHT has come back into the spotlight after the Autumn Statement. In November 2024, the Chancellor (Rachel Reeves) announced some key changes to pensions, Business Relief and other areas that will know important knock-on effects…
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Market Update
January 3, 2025

Market Update – December 2024 3>

December has been a quieter month in the global stock market. The FTSE 100 has been relatively stable in the UK, whilst the US stock market has climbed due to greater optimism from the presidential…
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