Category

Financial Planning

castlegateadmin 0
0
Financial Planning
December 9, 2022

3 months to get the most from the 2022-23 tax year 3>

The end of the 2022-23 tax year ends in three months (April 2023). Whilst it may sound far away, in our experience this window closes rapidly – taking away opportunities for many people to make…
Read More
castlegateadmin 0
0
Financial Planning
November 18, 2022

How to avoid the “sideways disinheritance trap” 3>

Disinheritance (whether accidental or deliberate) can come as a nasty shock. Yet it is growing more common, especially in today’s world of non-traditional families. “Sideways disinheritance” typically refers to when a child is left out…
Read More
castlegateadmin 0
0
Financial Planning
September 26, 2022

The September 2022 Mini Budget 3>

With Liz Truss barely in the door as the new Prime Minister, the pressure was on to quickly deliver much needed support to families during the cost of living crisis. Kwasi Kwarteng’s first budget statement…
Read More
castlegateadmin 0
0
Financial Planning
August 9, 2022

Rebuilding your financial plan after divorce 3>

Simply getting through a divorce is challenging and stressful. Yet it is also vital to rebuild your wealth and finances to regain a sense of control, security and peace of mind in your life. The…
Read More
castlegateadmin 0
0
Financial Planning
July 26, 2022

Summer 2022: What’s happening to the UK economy? 3>

Recent figures for the UK took many people by surprise. Following two months of falling GDP (0.1% in March and 0.3% in April), the economy grew by 0.5% in May. The question, of course, is…
Read More
castlegateadmin 0
0
Financial Planning
July 12, 2022

8 financial need-to-knows for over-65s 3>

The UK population is getting older. In fact, there are now more over-65s in Britain than children under age 15. People in retirement face unique economic challenges; not least because you no longer rely on…
Read More
castlegateadmin 0
0
Financial Planning
May 5, 2022

Is the UK heading for recession? 3>

There have been a lot of headlines lately about the “yield curve inversion”, claiming this means that recession is coming. Yet what is the “yield curve”, exactly, and what can this – and other economic…
Read More
castlegateadmin 0
0
Financial PlanningTaxation
April 28, 2022

The Personal Tax Allowance for 2022/2023 and other key things you should know 3>

With the new tax year upon us, some aspects of taxation have changed. But as several allowances and thresholds have been frozen, the points that have not changed are even more significant. In this guide,…
Read More
castlegateadmin 0
0
Financial Planning
March 28, 2022

Where do cash ISAs fit in a financial plan? 3>

Should you use a cash ISA? Until 6 April 2016, there was a strong argument in favour because tax was imposed on interest generated in most UK regular savings accounts. However, at this point the…
Read More
castlegateadmin 0
0
Financial Planning
March 22, 2022

How to account for rising inflation in 2022 3>

Inflation now stands at its highest point in 30 years – at 5.5% (in the 12 months prior to February). With the cost of living going up in multiple areas of life, many people are…
Read More