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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…
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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…
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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…
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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…
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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,…
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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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