All Posts By

castlegateadmin

castlegateadmin 0
0
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…
Read More
castlegateadmin 0
0
Financial Planning
May 22, 2023

How to achieve financial independence 3>

Financial independence – sometimes called FIRE (Financial Independence, Retire Early) has become quite popular in recent years, especially amongst younger people who dream of a nomadic lifestyle travelling the world...
Read More
castlegateadmin 0
0
Protection
May 17, 2023

A short guide to business protection 3>

Imagine a ship which sails to sea. If the captain does not check the anchor, navigation, communication equipment and safety appliances (e.g. life vests), would it not be foolish to leave the port?...
Read More
castlegateadmin 0
0
Financial Planning
May 10, 2023

4 financial planning mistakes and how to avoid them 3>

Did you know that one-third of Britons admit to making “silly mistakes” with their cash over the last 12 months? These include accidental app purchases on a smartphone, booking tickets and failing to cancel subscriptions...
Read More
castlegateadmin 0
0
News
May 5, 2023

Castlegate and Duncan & Toplis accelerate growth plans with external investment 3>

The Duncan & Toplis group is delighted to announce agreement for external investment from private equity firm Blixt Group, to fund an accelerated growth programme. Blixt is an experienced investor in professional services firms and…
Read More
castlegateadmin 0
0
Taxation
April 25, 2023

“Giving while living” and inheritance tax 3>

Dealing with inheritance tax (IHT) is often assumed to be dealt with at a person’s death. Yet you are not limited to planning your estate for this one-off event. You can also mitigate IHT by…
Read More
castlegateadmin 0
0
Pensions
April 21, 2023

Overwhelmed by pension info? How an adviser can help 3>

A recent study by Standard Life revealed that 50% of people feel “overwhelmed” by pension information and two in five people have no idea what to do next with the information they do have. Retirement…
Read More
castlegateadmin 0
1
In the Community
April 17, 2023

Castlegate Easter Bake Sale 3>

The team at Castlegate took part in an Easter bake sale to raise funds for Phelan-McDermid Syndrome Foundation UK. Local businesses were invited to donate to PMSF UK and try the home-baked goods on offer.…
Read More
castlegateadmin 0
0
Financial Planning
April 17, 2023

Why financial planning is important for women 3>

Financial planning is valuable for everyone. Yet British women often face unique challenges that need addressing if they are to reach their goals. Below, our Grantham financial planners show why is it important for women…
Read More
castlegateadmin 0
0
Wealth Management
April 11, 2023

Bank fees – 7 ideas to keep them down 3>

Banking fees can have an “invisible”, eroding effect on your wealth if not managed carefully. By having a plan to identify banking costs and keep them down, you can reduce needless costs and save money…
Read More