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Financial Planning

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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…
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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…
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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…
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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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