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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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Pensions
September 23, 2019

Pensions, Dividends & Retirement: A Short Guide 3>

The word “dividend” is mysterious to many people. Yet the idea is quite simple. You invest your money in a company (or set of companies), and these companies hopefully pay you a share of their…
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independent financial advisor in Lincoln discusses savings
Investments
September 16, 2019

Do You Want To “Go Green” With Your Investments? 3>

Environmental issues certainly seem to have come more to the fore in public discussion and consciousness in 2019. David Attenborough’s “Climate Change: The Facts” has had a big impact on raising the issue, as have…
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Financial Adviser Lincolnshire discusses pensions for the self employed
Pensions
September 9, 2019

Does it pay to Retire Early? 3>

Early retirement is a dream for many people or a dread. It depends on your outlook, financial situation and goals. Some relish the idea of freedom from an employer’s restraints, whilst others love going into…
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Financial Planning
September 2, 2019

Six Steps towards Wealth Preservation 3>

After a long and successful career, it is understandable for many people to want to safeguard the wealth they have carefully accumulated. Not only does this help enable you to achieve the lifestyle you want…
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News
August 12, 2019

Castlegate 25 Year Celebration at SIX Restaurant 3>

The team at Castlegate gathered together at SIX, the rooftop restaurant at Nottingham’s Trent Bridge, to celebrate 25 successful years servicing clients across Grantham, Lincoln and the wider Midlands. The team enjoyed a four-course meal…
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Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln
Investments
August 12, 2019

Asset Allocation: An Illustration from Warfare 3>

If you had to describe investing, assets or “asset allocation” to someone, which metaphors or illustrations would you use to describe them, and show why they’re important? One illustration some of our financial advisers in…
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Children playing with stones near the water
Financial Planning
August 8, 2019

Can I Cover My Inheritance Tax with an Insurance Policy? 3>

It is commonly said that inheritance tax (IHT) is the tax that everyone loves to hate. So it is hardly surprising to see families across the country speaking to financial advisers about tactics to reduce…
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Stones on the beach, illustrating choice and variety in investment choices when discussing plans with a financial adviser in Nottingham
Pensions
August 5, 2019

Should You Take Your 25% Tax-Free Lump Sum? 3>

In April 2015, the UK government introduced the “Pension Freedoms”. These new rules to the pensions regime had many far-reaching implications, but one of the big changes was that over-55s were then able to withdraw…
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