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Financial Planning
November 12, 2024

What the Autumn Statement means for your pension 3>

Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means for their job, taxes and wider household finances. Retirees (and those approaching retirement) are also…
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Financial Planning
November 8, 2024

Older relative finances – how you can help 3>

We recently had World Alzheimer’s Day in September, and now (in November), the world is highlighting mental and physical well-being for men. These important events remind us that there are many people – including those…
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Business
November 6, 2024

Why donating from your business benefits you, too 3>

Many business owners want to use their business to make a positive difference in the world. In 2022, for instance, companies in the FTSE 100 gave £1.85 billion to charities. Local businesses also want to…
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Taxation
November 4, 2024

How will farmers deal with IHT now? 3>

We won’t mince our words. The 2024 Autumn Statement has been a big shock for many UK farmers. Reports are circulating widely about how the agricultural sector feels “betrayed” by the decision to remove the…
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Market Update
November 1, 2024

Market Update – October 2024 3>

The UK economy and markets (e.g. gilt investors) are starting to digest the Autumn Statement, where a host of tax rises have been announced. CPI inflation is down for September, bringing more optimism for a…
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Financial Planning
October 31, 2024

The Autumn Statement 2024 3>

There had been much speculation about this budget. Finally, Rachel Reeves—the UK’s first female Chancellor—delivered her plan for the UK economy on 30 October 2024. The budget includes tax rises and key commitments on borrowing…
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In the Community
October 28, 2024

Share a Bear with Castlegate to Support the Children’s Bereavement Centre 3>

This year, Castlegate Financial Management is proud to support the Children’s Bereavement Centre through our latest campaign, ‘Share a Bear with Castlegate’. As a firm committed to making a positive impact in the community, we…
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Investments
October 9, 2024

Anti-greenwashing – are your investments truly “green”? 3>

Interest in sustainable (or green) investing is on the rise in 2024. Over 50% of individual investors want to increase their allocations in “ESG-friendly” options next year (environmental, society and governance). Many are spurred by…
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Financial Planning
October 7, 2024

Four forgotten areas in divorce & financial planning 3>

Divorce is widely regarded as the second-most stressful life event after the death of a spouse and marital separation (according to the Holmes and Rahe stress scale). The UK recently introduced “no-fault divorce” into the…
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Financial Planning
October 4, 2024

30 October Budget: A tax checklist to watch 3>

There is a lot of media attention on the upcoming Autumn Statement due on 30 October 2024. The Chancellor, Rachel Reeves, has confirmed that tax rises will be arriving in this budget. The question, of…
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