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Investments
October 2, 2024

The case for “time in” the market 3>

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below,…
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Market Update
October 1, 2024

Market Update – September 2024 3>

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below,…
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In the Community
September 14, 2024

Yorkshire Three Peaks Challenge 3>

On Saturday 7 September, one of Castlegate’s team members, Laura Geeson, joined fellow team members within the Duncan & Toplis Group to complete the Yorkshire Three Peaks Challenge. The team were joined by contacts, family…
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In the Community
September 13, 2024

Market Tides Event: A Big Thank You 3>

On 3rd September, we hosted our latest investment seminar, "Market Tides". There was a fantastic turnout, and we received lots of positive feedback for the day. The event featured some great speakers, including Priscilla Cheung…
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Investments
September 10, 2024

Falling interest rates – where should you invest? 3>

The Bank of England finally cut interest rates on 1 August 2024 after 12 months of holding the base rate steady at 5.25%. The new headline rate is 5%. Indeed, markets are widely expecting a…
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Pensions
September 6, 2024

How high earners can plan their pensions 3>

There is a lot of media speculation about pensions at the moment. Some newspapers are sounding the alarm that a tax raid may be coming in the Autumn, when the Labour government is expected to…
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Business
September 4, 2024

Five ideas for a great employee benefits package 3>

Did you know that happiness increases productivity? According to some studies, for each unit of happiness growth (on a 1-10 scale), productivity can go up by 12%. The UK, however, faces a chronic productivity problem…
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Business
September 2, 2024

Exiting a family business: a short guide 3>

There were 4.8 million family businesses in the UK in 2021-22. They are hugely important to the UK economy, supplying 13.9 million jobs in 2020 (over 50% of the entire private sector workforce). Family businesses…
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InvestmentsMarket Update
September 1, 2024

Market Update – August 2024 3>

August has been volatile in global equity markets, especially at the beginning of the month in Japan. Later, performance improved as new data emerged - along with growing expectations of further interest rate cuts. Investors…
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Financial Planning
August 12, 2024

What Chancellor Reeve’s Speech means for your finances 3>

On 8 July 2024, Rachel Reeves delivered her first speech to Parliament as the new UK Chancellor. It will arguably set the tone for the rest of her tenure in the role, highlighting the difficulties…
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