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Guide to Retirement Tax
Pensions
May 21, 2019

My Final Salary Pension: What is it & should I Keep it? 3>

Perhaps you are starting to think about retirement, have spoken to your employer and realised you have a “final salary pension”. What does that mean? Maybe you have gone on to do some research and…
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Financial adviser in Newark going over his diary for the day with a coffee
Pensions
May 9, 2019

Which is better for retirement: annuity or income drawdown? 3>

Under 2019-20 pension rules in the UK, you are allowed to start taking money out of your pension savings once you reach 55. How you take the money, however, is another matter. Generally speaking, you…
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Taxation
May 1, 2019

Should you rely on an inheritance to fund your retirement? 3>

Did you know that the ONS found that the average inheritance across the UK is about £11,000? The figure jumps to an average of £33,000 for those receiving an inheritance between ages 55-64, but those…
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Taxation
April 29, 2019

Is it Possible to Avoid the Higher Tax Bracket? 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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Nottingham IFA walks with a grand child through a garden
Financial Planning
April 23, 2019

How to Get Your Estate in Order for Your Family 3>

It is never too early to start planning for the long-term future. This is especially true when it comes to planning your estate. Although it isn’t nice to think about our death, it can actually…
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Financial Planning
April 11, 2019

So many financial planners – which should you choose? 3>

There are generally two steps people go through when it comes to financial advice. First, they ask themselves whether they need a financial planner or adviser. Once they realise that they do, however, next comes…
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Grandpa plays with his two grandkids
Pensions
April 3, 2019

Ten Ways to Increase Your Retirement Savings 3>

The following is for information purposes only and does not constitute financial advice. Speak to a professional, independent financial adviser on the FCA register prior to making any big financial or investment decisions. According to…
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Pensions
March 26, 2019

Pension Planning: Should you go for a SIPP or a SSAS? 3>

For company directors and business owners, there is a range of options in front of you when it comes to your retirement planning. However, you also face a unique challenge to address. Whilst many people…
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Big Ben in London
Financial Planning
January 28, 2019

Financial Highlights to Watch 2019 3>

A happy new year to you for 2019! As the topic of Brexit increasingly dominates the headlines, our clients are increasingly (and understandably) turning to our financial advisers for reassurance and advice about how to…
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Featured
November 16, 2018

Castlegate Annual Team Update 3>

We recently held our annual team update, bringing the whole team together to review the group’s performance and achievements with Castlegate having its most successful year to date. We looked back on the history of…
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