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Taxation
June 26, 2023

Get the most from the 2023-24 tax year 3>

The UK tax year, lasting from 6 April until 5 April, is an important “window” to take advantage of allowances and other tax benefits which could put you in a better financial position. In 2023-24,…
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Pensions
June 19, 2023

How do personal pensions work? Your questions answered 3>

Personal (or “private”) pensions can be a valuable retirement planning tool to help you reach your long-term goals. Yet what are they and how do they work? In this guide, our Grantham financial planners explain...
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In the Community
June 14, 2023

Second Annual Charity Golf Day – Castlegate in the Community 3>

Castlegate Financial Management hosted their second annual Charity Golf Day tournament for clients and their guests at Sleaford Golf Club. 48 competitors took part in a Pairs Betterball Stableford competition, featuring a Shotgun start with…
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Financial Planning
June 12, 2023

Saving for university: a short guide, 2023 3>

In 2023, Tuition Fee Loans still cover the full cost of a university course for most undergraduate students. However, these only apply to admin costs, lectures and other key academic services. They do not apply…
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Protection
June 7, 2023

Cybersecurity: protect your digital assets 3>

In 2023, financial records (e.g. bank statements) are housed, and accessed, online. The days of paper-based documentation are largely gone. Whilst this offers benefits such as better protection for the environment, it also presents new…
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PensionsRetirement
May 30, 2023

Are annuities a good option in 2023? 3>

What is the best way to generate a reliable income in retirement? Broadly speaking, you can use your pension savings in two ways – buy an annuity, or keep the money invested and take gradual…
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Financial Planning
May 22, 2023

How to achieve financial independence 3>

Financial independence – sometimes called FIRE (Financial Independence, Retire Early) has become quite popular in recent years, especially amongst younger people who dream of a nomadic lifestyle travelling the world...
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Protection
May 17, 2023

A short guide to business protection 3>

Imagine a ship which sails to sea. If the captain does not check the anchor, navigation, communication equipment and safety appliances (e.g. life vests), would it not be foolish to leave the port?...
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Financial Planning
May 10, 2023

4 financial planning mistakes and how to avoid them 3>

Did you know that one-third of Britons admit to making “silly mistakes” with their cash over the last 12 months? These include accidental app purchases on a smartphone, booking tickets and failing to cancel subscriptions...
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News
May 5, 2023

Castlegate and Duncan & Toplis accelerate growth plans with external investment 3>

The Duncan & Toplis group is delighted to announce agreement for external investment from private equity firm Blixt Group, to fund an accelerated growth programme. Blixt is an experienced investor in professional services firms and…
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