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Financial Planning

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IFA in Lincoln talks about inheritance tax
Financial Planning
November 8, 2018

Just had a big Inheritance? Here’s what you could do with it 3>

Receiving an inheritance is often a strange time, emotionally. On the one hand, there’s the thrill of a big windfall. On the other, is likely a sense of grief and guilt over how it arrived…
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Financial Planning
October 26, 2018

Jargon Busting: An Easy Guide to Protection Planning 3>

Protection planning is all about protecting and preserving your wealth, for the benefit of you and your loved ones. Many different life events or unfortunate circumstances can have a negative impact on your finances in…
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Self employed pension advice in Lincoln
Financial Planning
September 15, 2018

Financial Planning For Businesses: 5 Key Tips 3>

Financial planning is often thought of as referring to individuals, and organising their finances to line up with their goals. Yet the process of financial planning is also hugely important to businesses as well. Last…
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Financial Planning
September 10, 2018

4 Pension Scams to Watch for, and a Note on Cold Calling 3>

At Castlegate Financial Management, we make it our mission to preserve and grow our clients’ wealth, and give them the best strategies to achieve their financial goals. Naturally, therefore, the subject of financial scams is…
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Hammer and nail, illustrating mistakes in retirement planning
Financial Planning
July 24, 2018

3 Retirement Mistakes You Should Absolutely Avoid 3>

This article is for information purposes only, and should not be regarded as financial advice. With investments, your capital is always at risk. The value of your investment can go down as well as up,…
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Nottingham IFA walks with a grand child through a garden
Financial Planning
July 10, 2018

Probate: A Simple Guide To How It Works 3>

What is “probate” and the "NC probate process"? In brief, probate refers to what happens to someone’s money, property and other assets (i.e. their “estate”) after they die. The people who carry out the deceased…
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Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
March 27, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part II) 3>

Continuing on with our previous article on Money Saving Tips in 2018, we’re looking here at more ways you can improve the savings you can make on your tax bill. Gifting (Tax & Inheritance) Many…
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Financial adviser in Nottingham going over financial reports with a calculator
Financial Planning
March 20, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part I) 3>

With April 5th soon approaching, our clients in Nottingham and further afield have been asking us (their financial advisers) about how to take advantage of any potential tax reliefs or allowances. Whilst the markets and…
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An IFA in Newark writes a cheque
Financial Planning
September 6, 2017

Bereavement Benefits 3>

The bereavement support payment has now replaced the previous bereavement payment, bereavement allowance and widowed parent’s allowance benefits. The initial lump sum payable is higher, but the monthly benefit is lower. For those without dependent…
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Another picture of Big Ben overlooking the bridge
Financial Planning
July 25, 2017

Have you money or other assets abroad? 3>

Recently, the government made changes to international tax compliance regulations that created an obligation on ourselves, as your financial adviser, to tell you: that HMRC will soon be getting data on overseas financial accounts and…
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