Investments
May 5, 2025

A short guide to investing in 2025 3>

Not sure how to invest in 2025? You are not alone. Markets have been turbulent following the announcement of US tariffs in April, and geopolitical uncertainty still hangs over many parts of the globe. Where…
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Taxation
May 3, 2025

Millionaire flight – can I escape tax if I leave the UK? 3>

You may have noticed headlines (or YouTube videos) talking about a “non dom exodus” from the UK. The message seems to be: the UK is no longer an attractive place for those looking to build…
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Market Update
May 1, 2025

Market Update – April 2025 3>

April was challenging for investors as equities and US Treasuries fell in response to President Trump’s new tariff regime. The UK struggled as economic forecasts were downgraded and consumer confidence fell. The eurozone showed resilience…
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InvestmentsNews
April 15, 2025

Trump’s Tariffs: What They Mean for Your Money 3>

On “Liberation Day” (2 April 2025), US President Donald Trump unveiled a set of global tariffs on around 90 countries and regional blocs, including China and the EU. The news sent shockwaves across the media…
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Financial Planning
April 14, 2025

How to Maximise the New Tax Year (2025-26) 3>

A new tax year is upon us (2025-26). From 6 April, taxpayers have the opportunity to take full advantage of their new allowances - helping to put more hard-earned income and investment returns back in…
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Investments
April 14, 2025

Tariff Turbulence: The Case For Staying Invested 3>

President Trump has now announced his latest global tariffs. China was hit with a 45% rate on “Liberation Day” (2nd April 2025), with the EU now facing a 20% levy. The UK escaped the worst…
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Taxation
April 14, 2025

Frozen Tax Bands – How Do They Affect You? 3>

Have you ever heard of a “stealth tax”? This occurs when the government raises your tax bill, often without your noticing. In 2025, the most important stealth tax to UK households is arguably the freeze…
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Pensions
April 14, 2025

What Happens to My Pension When I Die? 3>

Pensions are a powerful tool for providing a retirement income. Yet, what happens to your pension when you die? Can your loved ones expect to inherit anything? In this guide, our financial planners at Castlegate…
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News
April 2, 2025

Market Update – March 2025 3>

In March, US equities continued their painful downward trend in 2025. Investor concern over US tariffs was driving much of the downward movement. In the UK, this was exacerbated by the weakening US dollar (USD)…
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Financial Planning
March 12, 2025

2025: The UK Economy & Your Financial Plan 3>

What might happen to the UK economy in 2025? What could it mean for your finances, and how can you prepare your financial plan? It is impossible to predict what will happen, but we can…
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