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Financial Planning
July 12, 2022

8 financial need-to-knows for over-65s 3>

The UK population is getting older. In fact, there are now more over-65s in Britain than children under age 15. People in retirement face unique economic challenges; not least because you no longer rely on…
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Pensions
July 5, 2022

A short guide to taxes on pensions 3>

After a career of paying taxes, you can be forgiven for thinking you do not need to pay taxes in retirement. However, this is not usually the case. In the UK, pensions are subject to…
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In the Community
June 27, 2022

Inaugural Client Golf Day – Castlegate in the Community 3>

As part of our drive to be more involved with our local community, Castlegate Financial Management recently held their inaugural Castlegate Client Golf Day on 8th June at Sleaford Golf Club. Clients enjoyed coffee and…
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Pensions
June 24, 2022

Is a public sector pension the best type? 3>

Recently the media has spoken of the “great pension divide”, with private sector workers getting as little as £3 in retirement for every £1 saved. Public sector employees, however, receive as much as £10. This…
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Investments
June 17, 2022

The case for and against dividend investing 3>

When markets are dropping and capital growth falters, many investors are drawn to dividend funds to provide a regular income stream. In 2022, we have seen this behaviour in action as indexes like the S&P…
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Investments
June 10, 2022

What does recession mean for Buy to Let investors? 3>

With GDP figures showing a 0.3% shrinkage for April 2022, many analysts are concerned that the UK is now entering a recession (following a decline of 0.1% in March). Although a “full blown” recession seems…
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Business
June 3, 2022

How should I invest a large profit? 3>

How do you put surplus business cash to good use? Instead of simply holding it in a regular savings account, you could invest it – e.g. into your team, or back into your business to…
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In the CommunityNews
May 24, 2022

Please Support Heathers 50km Charity Walk for PM Syndrome 3>

Here at Castlegate, we are proud to announce that one of our team will be taking on a walking challenge to raise awareness of a rare genetic condition. Heather Hodson will be walking 50km to…
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Taxation
May 23, 2022

Tax saving ideas for 2022 3>

With the cost of living rising across the UK (inflation now stands at 9%), many people are looking for ways to increase their disposable income. One method is to lower your discretionary spending – e.g.…
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Investments
May 16, 2022

How to pick investments for a portfolio 3>

There are over 4,000 funds for investors to pick from in the UK. These encompass a wide range of sectors (e.g. technology, energy), markets (e.g. Europe, Japan) and asset types (stocks and bonds). Which ones…
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