Taxation
November 25, 2019

Is Inheritance Tax a Voluntary Tax? 3>

Many people are resigned to the idea that they will have to pay a large inheritance tax (IHT) bill on their estate one day. However, is this the case? In 2014, left-wing politician Tony Benn…
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Investments
November 25, 2019

Business Sale: How Should I Invest the Proceeds? 3>

Selling a business which you have spent many years building is a huge decision. Not only are there significant emotions to process as you “let go of your baby”, there are also huge tax and…
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Investments
November 25, 2019

Investing for Income: A Short Guide 3>

Everyone’s financial goals are different. For many people (e.g. lots of people approaching retirement) their investment strategy might be primarily geared towards wealth preservation, perhaps to insulate their capital from market shocks as they prepare…
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News
October 30, 2019

Adviser Q&A Session with Nick, Adam and Tom 3>

Over the past year, Adam and Tom have been working alongside the senior and Chartered Advisers at Castlegate, particularly Nick Lawson, to ensure clients continue to receive a high-quality service. 

As we celebrate our 25th anniversary…
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Insurance
October 24, 2019

I Have A Chronic Illness. Can I Get Life Insurance? 3>

This content is for information purposes only and should not be taken as financial advice. To receive regulated, tailored financial advice into your own goals and circumstances, please consult an independent financial adviser (IFA) here…
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News
October 21, 2019

Castlegate Investment Seminar at the International Bomber Command Centre 3>

During a windy day in early October, over 100 clients were welcomed by the Castlegate team to their Investment Seminar, held at the International Bomber Command Centre in Lincoln. We all enjoyed a cooked English…
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Financial Planning
October 18, 2019

Gifts, Charities & Your Will 3>

This content is for information purposes only. It should not be taken as financial advice or investment advice. To receive bespoke, regulated financial advice regarding your affairs and personal goals, please consult an independent financial…
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Two children playing near a pond
Wealth Management
October 8, 2019

Should You Put Your Home In Your Child’s Name? 3>

This content is for information and inspirational purposes only. It should not be taken as financial advice. To receive regulated, tailored financial advice regarding your situation and goals, please consult an independent financial adviser (IFA)…
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Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
October 1, 2019

Six Crucial Inheritance Tax Numbers to Remember 3>

Inheritance Tax has many intricacies which can make preparing your estate on your own quite difficult. Frankly, the best way to secure peace of mind and ensure you do not inadvertently step into an “inheritance…
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News
September 30, 2019

Paul Streeter Update: October 2019 3>

As we approach the last four events of the Staysure Seniors European Tour, our sponsored golfer Paul Streeter is performing well. At the time of writing, he is lying in 13th place in the Order…
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