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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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Investments
January 18, 2024

Choosing an ISA: short guide 3>

An ISA is still one of the most powerful tools for tax-free savings and investments in 2023-24. Yet choosing the right option is not always straightforward. Which type of ISA(s) should you choose and how…
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Pensions
January 11, 2024

Rising State Pension age – how to protect your retirement 3>

Average life expectancy in the UK continues to grow in 2023, albeit at a slower rate compared to other G7 countries. In 2020, a 65-year-old male could expect to live another 19.7 years; or 22…
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Financial Planning
January 4, 2024

Should you take shares or higher pay? 3>

You have just sat down with your boss for a performance meeting. He is pleased with you and makes a surprise offer. Would you be interested in becoming a shareholder in the business? This way,…
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In the Community
December 21, 2023

Christmas Tree Festival at St Wulfram’s Church 3>

For a second year running, the team at Castlegate purchased and decorated a tree as part of the annual Christmas Tree Festival at St Wulfram’s Church in Grantham. Since 2018, local businesses, schools and residents…
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Investments
December 12, 2023

2023 in review for investors 3>

2023 has been an eventful year for investors. To some extent, it has been an easier year than 2022, with equities and fixed-income assets delivering better short-term returns (overall). Most central banks, including the Federal…
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