Category

Financial Planning

castlegateadmin 0
0
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…
Read More
castlegateadmin 0
0
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…
Read More
castlegateadmin 0
0
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,…
Read More
castlegateadmin 0
0
Financial Planning
November 23, 2023

The Autumn Statement 2023 3>

Jeremy Hunt delivered the Autumn Statement on 22 November following weeks of speculation about potential tax cuts. The headline measure, a reduction to National Insurance Contributions was something of a surprise. Beyond this, economic measures…
Read More
castlegateadmin 0
0
Financial Planning
November 17, 2023

The benefits of family financial planning 3>

HMRC is continuing its trend of taking more in inheritance tax (IHT) each year. In the period April-September 2023, it collected £3.9bn from households across the UK; £400m higher than the same period in the…
Read More
castlegateadmin 0
0
Financial Planning
October 22, 2023

Upcoming wedding? 4 tips to keep costs under control in 2023-24 3>

According to the latest figures, the average cost of a wedding in the UK is about £30,000. Yet total costs can vary considerably depending on the couple in question – from a few hundred pounds…
Read More
castlegateadmin 0
0
Financial Planning
October 16, 2023

How AI & new tech is affecting your finances 3>

Technology is changing remarkably fast in 2023 – perhaps at a faster pace than ever before. The arrival of artificial intelligence (AI), in particular, is opening new doors of possibility for creativity and productivity...
Read More
castlegateadmin 0
0
Financial Planning
September 21, 2023

How financial planning fuels your wellbeing 3>

Financial planning is objectively beneficial for your wealth and finances. Yet what about your mental wellbeing? Increasingly, studies demonstrate a key link between money and mind. How can you ensure that your financial plan is…
Read More
castlegateadmin 0
0
Financial Planning
August 7, 2023

UK recession risk eases – what it means for you 3>

The UK has narrowly avoided widespread predictions of a recession in the second quarter (Q2, April-June) of 2023. The economy grew by 0.2%. Is this cause for celebration? Does it mean that the UK is…
Read More
castlegateadmin 0
0
Financial Planning
July 14, 2023

IHT and your home: a quick guide 3>

Will you pay inheritance tax (IHT) on your home? Many people want to pass down their property to loved ones when they die, keep the wealth within the family and away from the taxman. In…
Read More