Category

Financial Planning

castlegateadmin 0
0
Financial Planning
March 3, 2020

4 Ways A Financial Planner Can Improve Your Wellbeing 3>

In 2019, Salary Finance ran a study about financial wellbeing which had fascinating results. It found that over two-thirds of people in the UK have money worries, and these people are overwhelmingly more likely to…
Read More
castlegateadmin 0
1
Financial Planning
February 21, 2020

Will You Pay Unnecessary Tax Before April? 3>

This content is for information purposes only and should not be taken as financial advice or tax advice. Every effort has been made to ensure the information is correct and up-to-date at the time of…
Read More
castlegateadmin 0
0
Financial Planning
February 7, 2020

How Can I Invest For My Child’s Future? 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…
Read More
castlegateadmin 0
0
Financial Planning
January 10, 2020

A Guide to Financial Planning for Parents 3>

All parents want the best for their children. Not only do we want them to have great friendships, a loving family environment and good education, but it’s also natural to want to provide financial help…
Read More
castlegateadmin 0
0
Financial Planning
October 18, 2019

Gifts, Charities & Your Will 3>

This content is for information purposes only. It should not be taken as financial advice or investment advice. To receive bespoke, regulated financial advice regarding your affairs and personal goals, please consult an independent financial…
Read More
castlegateadmin 0
0
Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
October 1, 2019

Six Crucial Inheritance Tax Numbers to Remember 3>

Inheritance Tax has many intricacies which can make preparing your estate on your own quite difficult. Frankly, the best way to secure peace of mind and ensure you do not inadvertently step into an “inheritance…
Read More
castlegateadmin 0
0
Financial Planning
September 2, 2019

Six Steps towards Wealth Preservation 3>

After a long and successful career, it is understandable for many people to want to safeguard the wealth they have carefully accumulated. Not only does this help enable you to achieve the lifestyle you want…
Read More
castlegateadmin 0
0
Children playing with stones near the water
Financial Planning
August 8, 2019

Can I Cover My Inheritance Tax with an Insurance Policy? 3>

It is commonly said that inheritance tax (IHT) is the tax that everyone loves to hate. So it is hardly surprising to see families across the country speaking to financial advisers about tactics to reduce…
Read More
castlegateadmin 0
0
A financial adviser in Lincoln welcomes a new team member
Financial Planning
July 12, 2019

4 Tips to Cut Your Capital Gains Tax 3>

When you sell something at a profit (e.g. company shares), then chances are you will need to factor in a capital gains tax (CGT) on that profit. In the UK there are two main types…
Read More
castlegateadmin 0
0
Financial Planning
June 14, 2019

What should a complete financial plan look like? 3>

Most of us are aware that there are areas of our finances which need sorting out. We think about the credit card debt which needs settling, or the pension we haven’t started yet. Ideally, it…
Read More