Category

Financial Planning

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
castlegateadmin 0
0
Financial Planning
February 7, 2022

How financial rights work within a relationship 3>

How should you manage money within a committed relationship or marriage? What are your financial rights if the relationship goes wrong? The subject of joint finances is a complex one. Everyone does things differently, and…
Read More
castlegateadmin 0
0
Financial Planning
February 1, 2022

Financial planning & state support for the disabled 3>

In the UK, a range of financial support is available for those with disabilities. These can be very helpful when constructing a financial plan for a household. For instance, altering a home so it has…
Read More
castlegateadmin 0
0
Financial PlanningTaxation
January 17, 2022

Estate over £1m? How to mitigate IHT 3>

With inheritance tax (IHT) set at 40% on the value of an individual’s estate over £325,000, it is easy to see why many people need to plan for this now. Today, hundreds of thousands of…
Read More
castlegateadmin 0
0
Financial Planning
December 13, 2021

Your 2021-22 allowance checklist 3>

Christmas is a good stopping-point to evaluate whether you are on-track to get the most from your yearly allowances. Doing so can help you save on tax and put more hard-earned money back into your…
Read More
castlegateadmin 0
0
Financial Planning
December 2, 2021

What is stagflation -and is it coming? 3>

Inflation refers to the rising overall cost of living (goods and services) in an economy. Yet what is “stagflation”, and what impact could it have on your wealth and finances? What is the likelihood of…
Read More