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Financial Planning

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Financial Planning
December 10, 2024

A financial plan for a strong start in 2025 3>

A new year is the perfect opportunity to reflect on what has passed, celebrate accomplishments, and plan for the future. At this time, many people are more motivated to get organised and pursue their goals.…
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Financial Planning
December 7, 2024

Financial advice for widows and widowers: a short guide 3>

Losing a spouse or life partner is one of life’s most traumatic experiences. If you are reading this as someone grieving, first of all, we offer our deepest condolences. Here at Castlegate, our Grantham financial…
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Financial Planning
November 12, 2024

What the Autumn Statement means for your pension 3>

Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means for their job, taxes and wider household finances. Retirees (and those approaching retirement) are also…
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Financial Planning
November 8, 2024

Older relative finances – how you can help 3>

We recently had World Alzheimer’s Day in September, and now (in November), the world is highlighting mental and physical well-being for men. These important events remind us that there are many people – including those…
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Financial Planning
October 31, 2024

The Autumn Statement 2024 3>

There had been much speculation about this budget. Finally, Rachel Reeves—the UK’s first female Chancellor—delivered her plan for the UK economy on 30 October 2024. The budget includes tax rises and key commitments on borrowing…
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Financial Planning
October 7, 2024

Four forgotten areas in divorce & financial planning 3>

Divorce is widely regarded as the second-most stressful life event after the death of a spouse and marital separation (according to the Holmes and Rahe stress scale). The UK recently introduced “no-fault divorce” into the…
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Financial Planning
October 4, 2024

30 October Budget: A tax checklist to watch 3>

There is a lot of media attention on the upcoming Autumn Statement due on 30 October 2024. The Chancellor, Rachel Reeves, has confirmed that tax rises will be arriving in this budget. The question, of…
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Financial Planning
August 12, 2024

What Chancellor Reeve’s Speech means for your finances 3>

On 8 July 2024, Rachel Reeves delivered her first speech to Parliament as the new UK Chancellor. It will arguably set the tone for the rest of her tenure in the role, highlighting the difficulties…
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Financial Planning
July 1, 2024

The 2024 General Election: What You Need To Know for Your Financial Plan 3>

Whilst your attention may be on the upcoming General Election on 4 July, the UK is not alone in going to the polls. In total, there are set to be 73 national elections around the…
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Financial Planning
June 4, 2024

Should you take financial advice from social media? 3>

Recently, there has been a crackdown on social media influencers promoting “dodgy” investments on social networks like Facebook. In May 2024, the City watchdog – the Financial Conduct Authority (FCA) – charged nine “finfluencers” for…
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