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Investments
March 5, 2024

Is past performance important for investors? 3>

How should you choose your investments? When building a portfolio, many investors focus on past performance – e.g. the price growth of a fund over the last 10 years – to try and identify “winners”.…
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Pensions
March 5, 2024

The tapered annual allowance: how to protect your pension 3>

How much could you put into your pension each year? For most British people in 2023-24, the annual “limit” for contributions (receiving tax relief) is £60,000 – or up to 100% of your relevant UK…
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InvestmentsMarket Update
March 5, 2024

Market Update – February 2024 3>

Global markets have continued to rally this month, with strong returns seen in the US and Europe in particular. Markets are still dominated by a small number of companies – the Magnificent Seven in the…
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Investments
February 6, 2024

Investing: a short guide for beginners 3>

For beginners, investing can seem both intriguing and intimidating. You might be excited by the idea of building wealth, yet confused by the jargon and concepts put forward by the investing world. The good news…
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Savings
February 4, 2024

Money-saving tips for 2024 3>

Prices rose sharply in 2023 across the economy. Inflation stood at 10.4% in February last year, although the figure had fallen to around 4% by December. This compares to 4% in France and 3.8% in…
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Pensions
February 3, 2024

5 big pension mistakes to avoid 3>

A single mistake with your pension can significantly hurt your retirement finances if you are not careful. One key reason for errors is that pensions can be complex, leading to misunderstandings. Indeed, one study found…
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Financial Planning
February 3, 2024

The emotional benefits of a financial adviser 3>

Recent polls suggest that 10% of UK adults feel “hopeless” about their financial circumstances and 34% feel “anxious”. Moreover, stigma is still a barrier to people opening up and getting expert help. Half of British…
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InvestmentsMarket Update
February 2, 2024

Market Update – January 2024 3>

Following the rallies towards the end of 2023, most global markets have taken a slight downturn this month as festive optimism wears off. The US has bucked the trend, driven by a small handful of…
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In the Community
February 1, 2024

Castlegate’s Christmas 2023 Event Highlights 3>

In December 2023, we had the pleasure of hosting our client Christmas Event at Doddington Hall. It was a wonderful occasion with a great turnout. Guests enjoyed afternoon tea, a tour of the hall themed…
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Taxation
January 22, 2024

How not to overpay on tax in 2024 3>

The UK currently faces its highest tax burden in 70 years, set to rise to 37% of national income in 2024. The Chancellor has hinted that tax cuts could arrive in the upcoming Spring Budget,…
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