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Financial Planning
December 7, 2024

Financial advice for widows and widowers: a short guide 3>

Losing a spouse or life partner is one of life’s most traumatic experiences. If you are reading this as someone grieving, first of all, we offer our deepest condolences. Here at Castlegate, our Grantham financial…
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Market Update
December 6, 2024

Market Update – November 2024 3>

November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have shifted in response. Additionally, the impact of the UK’s budget has been affecting economic forecasts,…
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In the Community
December 5, 2024

Over £1,000 Raised for The Children’s Bereavement Centre! 3>

We are delighted to announce that our ‘Share a Bear’ campaign in support of The Children’s Bereavement Centre has been a resounding success. Thanks to the incredible generosity of our team members, clients, and visitors,…
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In the Community
December 4, 2024

Celebrating 30 Years: A Festive Success 3>

We are delighted to share the success of our recent client event, commemorating 30 incredible years in business. The afternoon was filled with Christmas cheer, a three-course festive dinner and some lively entertainment. Our event…
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In the Community
November 27, 2024

St Wulfram’s Church – Christmas Tree Festival 2024 3>

We are excited to share that the team at Castlegate Financial Management is once again supporting St Wulfram’s Church with their annual Christmas Tree Festival in Grantham. Running from 27 November to 1 December, this…
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Financial Planning
November 12, 2024

What the Autumn Statement means for your pension 3>

Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means for their job, taxes and wider household finances. Retirees (and those approaching retirement) are also…
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Financial Planning
November 8, 2024

Older relative finances – how you can help 3>

We recently had World Alzheimer’s Day in September, and now (in November), the world is highlighting mental and physical well-being for men. These important events remind us that there are many people – including those…
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Business
November 6, 2024

Why donating from your business benefits you, too 3>

Many business owners want to use their business to make a positive difference in the world. In 2022, for instance, companies in the FTSE 100 gave £1.85 billion to charities. Local businesses also want to…
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Taxation
November 4, 2024

How will farmers deal with IHT now? 3>

We won’t mince our words. The 2024 Autumn Statement has been a big shock for many UK farmers. Reports are circulating widely about how the agricultural sector feels “betrayed” by the decision to remove the…
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Market Update
November 1, 2024

Market Update – October 2024 3>

The UK economy and markets (e.g. gilt investors) are starting to digest the Autumn Statement, where a host of tax rises have been announced. CPI inflation is down for September, bringing more optimism for a…
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