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Protection
December 7, 2021

Review your financial protection for 2022 3>

With the arrival of the Omicron variant of COVID-19, we are once again reminded that we live in an uncertain time. This raises the question: are your finances prepared for difficult situations and events? Specific…
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Financial Planning
December 2, 2021

What is stagflation -and is it coming? 3>

Inflation refers to the rising overall cost of living (goods and services) in an economy. Yet what is “stagflation”, and what impact could it have on your wealth and finances? What is the likelihood of…
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Financial Planning
November 17, 2021

A pre-Christmas money checkup 3>

December is often a difficult month, financially, for households. Not only are expenses higher due to Christmas spending (which can run into the £100s), but January is also a 31-day month; meaning it can feel…
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Investments
November 17, 2021

2021: Is the stock market high? 3>

Since the 2008-9 Financial Crash, stock markets – particularly in the US – have arguably seen their biggest ever “bull run” (upward trajectory). This was interrupted in 2020 as the COVID-19 pandemic hit markets, but…
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Taxation
November 17, 2021

Can ISAs be protected from IHT? 3>

ISAs (individual savings accounts) can be wonderful “vehicles” for savings and investments. Not only are they very tax-efficient, but the Lifetime ISA (LISA) even offers a government “top up” if you use the funds for…
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News
November 17, 2021

Social media: be wary of bad advice 3>

Facebook, YouTube, Twitter and other social platforms can be a great place to interact with friends and find useful, entertaining content. One problem, however, is the rise of financial influencers (“finfluencers”) on these platforms who…
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Financial Planning
October 25, 2021

Costs & taxes to watch in 2021 3>

The UK economy is changing in 2021 as we emerge from the COVID-19 lockdown, and a range of taxes and household bills are heading for transition. In this article, our team here at Castlegate...
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Wealth Management
October 19, 2021

Gifting vs. leaving an inheritance 3>

The UK has a notoriously complex system when it comes to inheritance tax (IHT). In 2021-22, this levy is certainly significant; typically standing at 40% on the value of assets (in an estate) over £325,000.…
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Pensions
October 12, 2021

Pension tips when retiring abroad 3>

The thought of retiring overseas can be exciting for many people. Better weather, great cuisine and new experiences can be found in many popular expat locations including Spain, Australia, Turkey, Cyprus and Thailand. Expatriating, however,…
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Investments
October 5, 2021

Does value investing work? 3>

Value investing is a distinct investing style that has many famous proponents including Warren Buffett, Charlie Munger and Mohnish Pabrai. The idea is relatively simple: find great businesses with strong fundamentals, whose shares are trading…
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