Financial Planning
July 1, 2024

The 2024 General Election: What You Need To Know for Your Financial Plan 3>

Whilst your attention may be on the upcoming General Election on 4 July, the UK is not alone in going to the polls. In total, there are set to be 73 national elections around the…
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In the Community
June 19, 2024

Third Annual Charity Golf Day – Castlegate in the Community 3>

On 5th June 2024, 60 clients and guests hit the fairways at Sleaford Golf Club for our 3rd Castlegate Charity Golf Day. Having assembled in the Clubhouse for breakfast rolls and coffee, golfers were allocated…
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Retirement
June 10, 2024

What makes your “Second Fifty” different from your parents’? 3>

We often hear about how today’s adults “have it different” from their parents. In the 1970s, for example, properties were cheaper relative to earnings, university fees did not exist and women typically relied on their…
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Taxation
June 8, 2024

How to maximise tax-efficient capital gains in 2024 3>

How do you protect your capital gains from needless tax? This question has become more pressing to UK investors since April 2024, when the Government lowered the tax-free capital gain tax (CGT) allowance from £6,000…
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Investments
June 6, 2024

The British ISA – what we know so far 3>

Since the Chancellor announced plans for the British ISA in October 2023, speculation has abounded about what form it might take and which benefits it might offer. Below, our Grantham financial advisers at Castlegate explain…
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Financial Planning
June 4, 2024

Should you take financial advice from social media? 3>

Recently, there has been a crackdown on social media influencers promoting “dodgy” investments on social networks like Facebook. In May 2024, the City watchdog – the Financial Conduct Authority (FCA) – charged nine “finfluencers” for…
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Investments
June 2, 2024

Market Update – May 2024 3>

May has been a significant month in UK politics and the economy. The next general election was announced, new inflation and GDP figures arrived (showing some encouraging signs), and stock markets set new records in…
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Investments
May 14, 2024

Investment Options: A Short Guide for 2024 3>

The world of investing can be confusing, not only for beginners but also for seasoned investors. Different “asset types” and investment options often come laden with a lot of jargon, making them difficult to understand.…
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Investments
May 11, 2024

UK economy: A roundup for 2024 3>

The state of the UK economy has key implications for individuals’ and households’ financial plans. For instance, the economic landscape informs government policy and decisions (e.g., tax rates), which can bestow costs and/or benefits on…
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Taxation
May 10, 2024

How to get the most from the 2024-25 tax year 3>

A new tax year (starting in April) offers a great opportunity to optimise your finances to keep more of your hard-earned income, savings and returns. With the arrival of 2024-25, many clients in Grantham and…
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