Pensions
October 3, 2023

Pension tax-free cash: a practical guide 3>

Pensions are still a powerful vehicle for saving towards retirement in 2023-24, particularly due to their tax advantages. One of these advantages is the freedom to withdraw up to 25% of the value of your…
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Financial Planning
September 21, 2023

How financial planning fuels your wellbeing 3>

Financial planning is objectively beneficial for your wealth and finances. Yet what about your mental wellbeing? Increasingly, studies demonstrate a key link between money and mind. How can you ensure that your financial plan is…
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Business
September 14, 2023

Managing money: A short guide for SMEs 3>

Keeping control of your business finances is crucial to maintain stability and steer everything towards success. Yet not every owner is confident in establishing good financial habits to pay yourself (and team members), build good…
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Investments
September 7, 2023

Balancing risk & reward as an investor 3>

Many people are attracted to the idea of investing. After all, the returns can be higher than the interest gained on cash savings. Yet the downside is the potential risk involved. It is possible that…
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Taxation
September 1, 2023

Can I save tax through charitable giving? 3>

Giving to charity is not only a noble act by contributing towards a good cause. It can also help with mitigating a tax bill. Below, our Lincolnshire financial planners show how this works in practice…
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Savings
August 28, 2023

Housing & energy grants: a short guide 3>

It is no secret that higher energy prices have been driving much of the UK’s surging inflation since early 2021. Back then, it was possible to get a litre of petrol for 118p at the…
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Pensions
August 21, 2023

How pension tax relief works with fluctuating income 3>

There were 1.9 million freelancers in 2022, comprising nearly half of the UK’s 4.39 million self-employed people. The latter is slightly down from the peak of over 5 million in 2020 (during the onset of…
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Protection
August 14, 2023

Will I need to sell my home to pay for care? 3>

As we age, the need for care typically increases. Perhaps you may need professional care within your home. Or, maybe you enter a residential or nursing home. Naturally, care needs to be paid for...
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Financial Planning
August 7, 2023

UK recession risk eases – what it means for you 3>

The UK has narrowly avoided widespread predictions of a recession in the second quarter (Q2, April-June) of 2023. The economy grew by 0.2%. Is this cause for celebration? Does it mean that the UK is…
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In the Community
August 4, 2023

Castlegate Receives Outstanding Contribution Award from PMSF 3>

At Castlegate, we have been proud supporters of the Phelan-McDermid Syndrome Foundation (PMSF) for the past few years. Heather Hodson, a member of our team, completed a 50km sponsored walk for the charity to support…
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