Insurance
December 16, 2019

Can You Ever Have Too Much Financial Protection? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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InvestmentsNews
December 10, 2019

A Short Guide to Brexit and How to Cope With Market Volatility 3>

With the Brexit deadline looming, at the time of writing we are still no closer to a deal. Investors are understandably concerned about the impact of Brexit, particularly if no deal is reached. There is…
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Pensions
November 25, 2019

4 Pension Planning Pitfalls to Avoid 3>

Organising your pension ahead of time is arguably one of the most important and beneficial decisions you'll ever make. For most people, their pension(s) will form the pillar of their retirement income, which has big…
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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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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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