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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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Investments
October 2, 2024

The case for “time in” the market 3>

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below,…
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Market Update
October 1, 2024

Market Update – September 2024 3>

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below,…
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In the Community
September 14, 2024

Yorkshire Three Peaks Challenge 3>

On Saturday 7 September, one of Castlegate’s team members, Laura Geeson, joined fellow team members within the Duncan & Toplis Group to complete the Yorkshire Three Peaks Challenge. The team were joined by contacts, family…
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In the Community
September 13, 2024

Market Tides Event: A Big Thank You 3>

On 3rd September, we hosted our latest investment seminar, "Market Tides". There was a fantastic turnout, and we received lots of positive feedback for the day. The event featured some great speakers, including Priscilla Cheung…
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Investments
September 10, 2024

Falling interest rates – where should you invest? 3>

The Bank of England finally cut interest rates on 1 August 2024 after 12 months of holding the base rate steady at 5.25%. The new headline rate is 5%. Indeed, markets are widely expecting a…
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Pensions
September 6, 2024

How high earners can plan their pensions 3>

There is a lot of media speculation about pensions at the moment. Some newspapers are sounding the alarm that a tax raid may be coming in the Autumn, when the Labour government is expected to…
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Business
September 4, 2024

Five ideas for a great employee benefits package 3>

Did you know that happiness increases productivity? According to some studies, for each unit of happiness growth (on a 1-10 scale), productivity can go up by 12%. The UK, however, faces a chronic productivity problem…
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