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Investments
January 10, 2023

Investment platforms: a short guide 3>

In today’s digital world, it has never been easier to open an investment account – even with a small amount of money – and start building a portfolio. Yet is “DIY investing” a good idea,…
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Financial Planning
January 3, 2023

Why financial advice is valuable 3>

Everyone can benefit from financial advice – not just those with complex, offshore assets. Yet when is the right time to work with a financial adviser, and what specific value can they offer?
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Investments
December 14, 2022

What is the market outlook for 2023? 3>

The past two years have witnessed the arrival of COVID-19, the Russian invasion of Ukraine, surging inflation (to levels not seen in 40 years), public sector strikes and three prime ministers. To say it has…
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Pensions
December 12, 2022

The Autumn Statement and your pension 3>

There has been a lot of change in the UK’s political realm since the summer. Three Prime Ministers and two budgets from separate chancellors. It is little wonder that many are confused about their pension…
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Financial Planning
December 9, 2022

3 months to get the most from the 2022-23 tax year 3>

The end of the 2022-23 tax year ends in three months (April 2023). Whilst it may sound far away, in our experience this window closes rapidly – taking away opportunities for many people to make…
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Wealth Management
December 7, 2022

Is your wealth ready for long-term care? 3>

In 2021, then Prime Minister Boris Johnson announced an £86,000 “cap” on the total amount an individual would pay on care (to be introduced in October 2023).
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In the Community
December 6, 2022

Grantham Foodbank – £1,000 Donation 3>

Recently at Castlegate, some of our team attended a guided tour of Grantham Foodbank. They spoke about how the foodbank helps many families within our community, and we admired their efforts to "provide a hand…
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In the Community
November 28, 2022

Christmas Tree Festival at St Wulfram’s Church 3>

At Castlegate, we’re always thrilled to get involved with our local community – especially when a happy helping of festive spirit is in the mix! We’ve purchased a Christmas tree as part of the Christmas…
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Taxation
November 27, 2022

5 ideas to cut your capital gains tax bill 3>

With the recent Autumn Statement announcing a cut in the capital gains tax (CGT) allowance in April 2023 and April 2024, many investors are looking for legitimate ways to reduce a needless tax bill. Fortunately,…
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Financial Planning
November 18, 2022

How to avoid the “sideways disinheritance trap” 3>

Disinheritance (whether accidental or deliberate) can come as a nasty shock. Yet it is growing more common, especially in today’s world of non-traditional families. “Sideways disinheritance” typically refers to when a child is left out…
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