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Financial Planning

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Financial Planning
November 17, 2021

A pre-Christmas money checkup 3>

December is often a difficult month, financially, for households. Not only are expenses higher due to Christmas spending (which can run into the £100s), but January is also a 31-day month; meaning it can feel…
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Financial Planning
October 25, 2021

Costs & taxes to watch in 2021 3>

The UK economy is changing in 2021 as we emerge from the COVID-19 lockdown, and a range of taxes and household bills are heading for transition. In this article, our team here at Castlegate...
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Financial Planning
June 28, 2021

How to build wealth in the 2021-22 tax year 3>

Since COVID-19 swept the world in early 2020, many households across the UK have been put under heavy financial pressure. People have lost jobs or work hours, been furloughed or needed to close the business…
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Financial Planning
May 27, 2021

A financial plan for post-lockdown 3>

It has been a long 14 months since COVID-19 first led to lockdown across the UK. Life has changed significantly in that time, and nobody exactly knows what the “new normal” will look like when,…
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Financial Planning
September 9, 2020

Business protection in a pandemic: a short guide 3>

COVID-19 has thrown immense financial challenges at many businesses across the UK both large and small. Running a business always carries the possibility of risk and reward, yet the former is arguably more strongly felt…
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Financial Planning
July 14, 2020

Negative Interest Rates & Your Financial Plan: A Short Guide 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Financial Planning
June 19, 2020

How To Be A Prudent “Bank Of Mum And Dad” 3>

It’s a well-known fact that, in recent years, increasing numbers of younger people have been turning to their parents for help with their house deposit. Indeed, in 2013 the average UK house price stood £180,548…
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Financial Planning
June 19, 2020

Should You Rely On Property To Fund Long Term Care? 3>

Did you know that the average cost for a room in a residential care home is £45,760 per year? With such staggering costs, it’s little wonder that people here in Lincolnshire and across the UK…
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Financial Planning
May 1, 2020

Financial Planning In Uncertain Times: 6 Key Tips  3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Financial Planning
April 27, 2020

The 2020-21 Tax Year: A Summary Of New, Key Changes 3>

As we begin a new tax year (2020-21), it would be easy to miss the key changes which might affect your financial plan. Here at Castlegate, our Lincolnshire financial advisers wanted to offer this short…
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