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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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Pensions
January 13, 2025

Pensions: defined benefit vs. defined contribution 3>

Which pension type is best to achieve your retirement goals? Broadly speaking, there are two main types of pension schemes: defined contribution and defined benefit. How do they work, exactly? Is one superior to the…
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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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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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