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Investments
July 17, 2023

Rising inflation: why a long-term investment strategy could be the answer 3>

Inflation continues to stand at a high rate in June 2023 (7.9%). Whilst this is lower than the previous 8.7% figure, the cost of living continues to put pressure on household finances across the nation…
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Financial Planning
July 14, 2023

IHT and your home: a quick guide 3>

Will you pay inheritance tax (IHT) on your home? Many people want to pass down their property to loved ones when they die, keep the wealth within the family and away from the taxman. In…
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Pensions
July 10, 2023

Hunt’s promise to boost pensions by £1,000 – will you benefit? 3>

Chancellor Jeremy Hunt has promised to “boost” pensions by £1,000 through a series of pension reforms which mirror the Australian and Canadian systems. Yet how meaningful are these measures...
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In the Community
June 28, 2023

Swim It Challenge 3>

One of Castlegate’s team members, Asia O’Sullivan, is raising funds for Macmillan Cancer Support by taking part in the virtual Swim It challenge. This is a 21-mile swim taking place during June and July, with…
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Taxation
June 26, 2023

Get the most from the 2023-24 tax year 3>

The UK tax year, lasting from 6 April until 5 April, is an important “window” to take advantage of allowances and other tax benefits which could put you in a better financial position. In 2023-24,…
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Pensions
June 19, 2023

How do personal pensions work? Your questions answered 3>

Personal (or “private”) pensions can be a valuable retirement planning tool to help you reach your long-term goals. Yet what are they and how do they work? In this guide, our Grantham financial planners explain...
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In the Community
June 14, 2023

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

Castlegate Financial Management hosted their second annual Charity Golf Day tournament for clients and their guests at Sleaford Golf Club. 48 competitors took part in a Pairs Betterball Stableford competition, featuring a Shotgun start with…
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Financial Planning
June 12, 2023

Saving for university: a short guide, 2023 3>

In 2023, Tuition Fee Loans still cover the full cost of a university course for most undergraduate students. However, these only apply to admin costs, lectures and other key academic services. They do not apply…
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Protection
June 7, 2023

Cybersecurity: protect your digital assets 3>

In 2023, financial records (e.g. bank statements) are housed, and accessed, online. The days of paper-based documentation are largely gone. Whilst this offers benefits such as better protection for the environment, it also presents new…
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PensionsRetirement
May 30, 2023

Are annuities a good option in 2023? 3>

What is the best way to generate a reliable income in retirement? Broadly speaking, you can use your pension savings in two ways – buy an annuity, or keep the money invested and take gradual…
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