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Investments
March 10, 2020

Investing in 2020: Don’t Panic, Stay the Course 3>

The first three months of 2020 have certainly been far from uneventful. With the coronavirus (COVID-19) continuing to spread across the UK and wider world, many are concerned about what this means for their investments…
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Financial Planning
March 3, 2020

4 Ways A Financial Planner Can Improve Your Wellbeing 3>

In 2019, Salary Finance ran a study about financial wellbeing which had fascinating results. It found that over two-thirds of people in the UK have money worries, and these people are overwhelmingly more likely to…
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News
February 27, 2020

The view from Brooks Macdonald / February 2020 3>

Following the market volatility of the last few days I thought now would be an opportune time to offer our current thoughts. Over the past two months, the COVID19 outbreak has spread across mainland China,…
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Financial Planning
February 21, 2020

Will You Pay Unnecessary Tax Before April? 3>

This content is for information purposes only and should not be taken as financial advice or tax advice. Every effort has been made to ensure the information is correct and up-to-date at the time of…
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PensionsTaxation
February 14, 2020

Pensions vs. ISAs for Retirement & IHT Planning 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
February 7, 2020

How Can I Invest For My Child’s Future? 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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Pensions
February 3, 2020

How to Protect Your Retirement During Divorce 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
January 14, 2020

How to Avoid Undue Investment Risk 3>

Risk is commonly defined as exposure to danger, loss or harm. When it comes to investing, risk is inevitably involved. Yet here at Castlegate, repeatedly in conversations with clients here in Grantham, we appreciate...
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Financial Planning
January 10, 2020

A Guide to Financial Planning for Parents 3>

All parents want the best for their children. Not only do we want them to have great friendships, a loving family environment and good education, but it’s also natural to want to provide financial help…
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Pensions
January 7, 2020

Could You Afford to Live to 100? 3>

Did you know that the first state pension was launched in Europe in the late 1800s, by Otto von Bismark? Cleverly (or deviously), he set the age for collecting it at 70. Given that most…
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