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Taxation
May 10, 2024

How to get the most from the 2024-25 tax year 3>

A new tax year (starting in April) offers a great opportunity to optimise your finances to keep more of your hard-earned income, savings and returns. With the arrival of 2024-25, many clients in Grantham and…
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Pensions
May 8, 2024

A pensions guide for the self-employed 3>

Being self-employed brings many wonderful benefits. Perhaps you have more earning potential than if you were employed, or maybe you have greater control over your working hours. However, self-employed people are arguably at a disadvantage…
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InvestmentsMarket Update
May 4, 2024

Market Update – April 2024 3>

Markets have started to see some volatility in April, following (mostly) positive performance over the prior few months. Inflation data continues to improve, although progress appears to have slowed somewhat. Commodity prices continue to keep…
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Pensions
April 7, 2024

How to consolidate pensions wisely 3>

Consolidating your pensions (“combining” them into a single scheme) can offer a valid way to streamline your retirement savings, potentially reducing fees and management hassle. However, the process of combining pensions is complex.
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Investments
April 6, 2024

What is a general investment account? A short guide 3>

A general investment account (GIA) can be thought of a bit like a regular savings account, except you are putting your money into investments – e.g. bonds and shares – rather than cash. What makes…
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Protection
April 5, 2024

Life insurance and cancer – what you need to know 3>

According to Macmillan Cancer Support, someone is diagnosed with cancer every 90 seconds in the UK. Around half of us will get cancer at some stage, in some form. Given these numbers, it is understandable…
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Investments
April 3, 2024

Are bonds tax free? Your gilt questions answered 3>

Bonds can be a powerful asset class to include in an investor’s portfolio. Yet how do they work, exactly? How do they relate to taxes, and what can you do to “shield” your returns (e.g.…
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InvestmentsMarket Update
April 1, 2024

Market Update – March 2024 3>

As we approach the end of quarter one, and indeed the tax year, global markets have continued to perform well following positive data on inflation. The UK Budget announced better-than-expected projections, despite economic shrinkage in…
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In the Community
March 25, 2024

Castlegate’s Support for the Children’s Bereavement Centre 3>

The team at Castlegate have nominated the Children’s Bereavement Centre in Newark as our primary charity to support throughout 2024, in addition to our other fundraising efforts. Our support started this weekend with their annual…
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Financial Planning
March 7, 2024

Spring Budget Summary 2024 3>

Jeremy Hunt delivered his much-awaited budget on 7 March. Given the upcoming election and challenging public opinion, the government has recently been under significant political pressure to assuage voters. The headline measure was the cut…
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