All Posts By

castlegateadmin

castlegateadmin 0
0
Pensions
January 2, 2020

Should I Transfer & Consolidate My Pension? 3>

Generally speaking, our Grantham-based financial advisers here at Castlegate tend to speak with clients about pension transfers for three main reasons. First of all, it might be that your personal or workplace pension scheme...
Read More
castlegateadmin 0
0
Pensions
December 16, 2019

Will the Young Ever Retire? 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…
Read More
castlegateadmin 0
0
Investments
December 16, 2019

A Guide to Tax Planning & Investment Returns 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…
Read More
castlegateadmin 0
0
Wealth Management
December 16, 2019

5 Estate Preservation Strategies to Consider 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…
Read More
castlegateadmin 0
0
Insurance
December 16, 2019

Can You Ever Have Too Much Financial Protection? 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…
Read More
castlegateadmin 0
0
InvestmentsNews
December 10, 2019

A Short Guide to Brexit and How to Cope With Market Volatility 3>

With the Brexit deadline looming, at the time of writing we are still no closer to a deal. Investors are understandably concerned about the impact of Brexit, particularly if no deal is reached. There is…
Read More
castlegateadmin 0
0
Pensions
November 25, 2019

4 Pension Planning Pitfalls to Avoid 3>

Organising your pension ahead of time is arguably one of the most important and beneficial decisions you'll ever make. For most people, their pension(s) will form the pillar of their retirement income, which has big…
Read More
castlegateadmin 0
0
Taxation
November 25, 2019

Is Inheritance Tax a Voluntary Tax? 3>

Many people are resigned to the idea that they will have to pay a large inheritance tax (IHT) bill on their estate one day. However, is this the case? In 2014, left-wing politician Tony Benn…
Read More
castlegateadmin 0
1
Investments
November 25, 2019

Business Sale: How Should I Invest the Proceeds? 3>

Selling a business which you have spent many years building is a huge decision. Not only are there significant emotions to process as you “let go of your baby”, there are also huge tax and…
Read More
castlegateadmin 0
0
Investments
November 25, 2019

Investing for Income: A Short Guide 3>

Everyone’s financial goals are different. For many people (e.g. lots of people approaching retirement) their investment strategy might be primarily geared towards wealth preservation, perhaps to insulate their capital from market shocks as they prepare…
Read More