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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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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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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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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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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November 14, 2022
What is the best way to invest 100k for income? 3>
Investing a large sum of money can be very rewarding, but also highly complex. Which assets do you choose and what should be the balance between them? Another key question is whether you want to…
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November 10, 2022
Returning to the workforce: a short guide for retirees 3>
With the cost of living crisis biting into people’s incomes in 2022, it is understandable that many currently in retirement are looking to go back into the workforce. Others may wish to re-enter the world…
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October 27, 2022
What is happening in the UK market (Oct 2022)? 3>
It is probably fair to say that we have not seen political instability like this for some time. At the time of writing, Chancellor Kwasi Kwarteng has been sacked – only three weeks after publishing...
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October 20, 2022
Beware of taxes on higher savings rates 3>
UK interest rates have risen 7 times since late 2021, from a historic low of 0.10% to 2.25% at the time of writing. The Bank of England’s (BoE’s) decision to do this has led other...
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October 13, 2022
Are annuities an attractive option in 2022? 3>
Annuities have been out of favour for some time as a retirement income option. Yet, with interest rates rising in 2022, many are noticing the higher incomes these products are offering...
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