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castlegateadmin

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Retire Comfortably
Pensions
April 10, 2017

How Much do you Need for a Comfortable Retirement? 3>

When it comes to retirement, it can be a daunting prospect but by using a Retirement Planning service you can receive guidance and coaching on how to make the most of your new freedom. When…
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Big Ben - Financial Advisor in Lincoln discusses the new Spring budget
PensionsSavings
April 5, 2017

Spring Budget: How Could it Affect your Savings and Pensions? 3>

Chancellor Philip Hammond recently announced plans for the Spring budget, as part of these plans new rules on pensions, individual savings accounts (ISAs), income tax and inheritance tax (IHT) are set to come into force…
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Independent Financial Advisor in Lincoln discusses income protection - picture of coins
Financial Planning
March 24, 2017

Is your Family’s Financial Security Protected Should the Worst Happen? 3>

Discussing death or illness is never a subject any of us really want to talk about, but it is an important one and one that should be planned for before it's too late. Income protection…
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Independent Financial Adviser in Nottingham discusses pension funds
Pensions
March 17, 2017

Pensions 2017: How Changes May Affect You 3>

This year is likely to witness many changes that could affect your pensions, such as Brexit, a threat to tax relief and the change to the state pension age, but how could these changes affect…
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Independent Financial Adviser in Lincoln discusses nest eggs
Savings
March 13, 2017

Build a Nest Egg for when your Children need it 3>

The thought of a child flying the coop and leaving the family home can be a daunting thought for parents, with many asking how will their fledgling cope financially. Parents and family members often do…
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IFA in Lincoln discusses what to do if you lose track of your pension
Pensions
February 26, 2017

What to do if you have Lost Track of your Pension 3>

It is estimated that one in five people have lost track of at least one of their pensions, with two in five being unsure of how much they have put into their pension pot. Losing…
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Financial Planning
January 4, 2017

How Financially Resilient Are You? 3>

You insure your car, home and maybe even your pets, but what about insuring what pays for everything – your income? Arguably the most important of insurances, income protection (or Permanent Health Insurance as it…
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Financial Adviser in Boston talks about consolidating your pension pot
Pensions
December 6, 2016

Consolidating Your Pension Pot 3>

Like many people you may have considered moving or consolidation your pensions to another scheme or provider to achieve better fund performance, lower charges, improve death benefits, increase flexibility for taking the benefits, or simply…
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Lincoln financial Advisers talk about investment planning
Investments
December 6, 2016

Investment Planning: Managing your Investments 3>

When it comes to investment planning, it is good practice to seek professional independent financial advice to make sure you understand the investment opportunities available to you and that you make sound financial decisions. At…
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2
Pensions
December 5, 2016

Time is running out 3>

I’ve written a number of times on the popular subject of income generation. There is one option currently available for certain people but will be unavailable from Wednesday 5th April 2017 and which is unknown…
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