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Wealth Management
May 15, 2020

Updating Your Estate Plan In Light Of COVID-19 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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Investments
May 8, 2020

Oil & Gold: Are They “Investment Havens” For Millennials? 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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Financial Planning
May 1, 2020

Financial Planning In Uncertain Times: 6 Key Tips  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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Financial Planning
April 27, 2020

The 2020-21 Tax Year: A Summary Of New, Key Changes 3>

As we begin a new tax year (2020-21), it would be easy to miss the key changes which might affect your financial plan. Here at Castlegate, our Lincolnshire financial advisers wanted to offer this short…
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Investments
April 27, 2020

Will The Market Rebound After A Large Dip? 3>

At the time of writing, UK investors are facing challenging times. The COVID-19 outbreak and subsequent nationwide lockdown have had a big impact on the stock markets, and it is fair to say that there…
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Investments
April 22, 2020

What Does The Oil Price Mean For My Investments? 3>

Many investors will have noticed the dramatic global fall in oil price in the first quarter of 2020. On the 23rd March, the Financial Times reported the biggest drop in prices in 17 years, falling…
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Pensions
April 15, 2020

Protect Your Pension From COVID-19 Scams 3>

People in the UK have long had to guard against financial scams, and older people have also had to be especially vigilant (who are disproportionately targeted for their pension savings). However, in light of the…
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News
April 1, 2020

Covid-19 – Providing Our Support And Financial Advice 3>

In light of UK government advice following the COVID-19 outbreak, we want to reassure clients that our offices remain open to receive calls and letters only. If possible, however, please can you contact our team…
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Savings
March 24, 2020

What Does The New 0.1% Rate Mean For Savers? 3>

The week commencing on March the 9th 2020 has been an eventful one. On the 11th the new Chancellor released his debut Budget to tackle the COVID-19 pandemic, and beforehand the Bank of England (BoE)…
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Taxation
March 17, 2020

4 Core Elements to an Estate Plan 3>

When it comes to passing on your wealth to your loved ones, having a strong estate plan is crucial. Not only does it help to mitigate unnecessary taxes; it also assists with preventing future complications…
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