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Investments

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Investments
July 15, 2024

Should you rely on cash? The case for investing 3>

Many people view cash as a “safe” place to put their money. Compared to investing, cash savings appear more stable and secure. However, cash is not risk-free and can incur opportunity costs, which may not…
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Investments
July 2, 2024

Market Update – June 2024 3>

The UK economy and political landscape experienced some important developments in June. The country elected a Labour government on 4 July, with markets largely calm and welcoming of the change of the guard. Recent inflation…
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Investments
June 6, 2024

The British ISA – what we know so far 3>

Since the Chancellor announced plans for the British ISA in October 2023, speculation has abounded about what form it might take and which benefits it might offer. Below, our Grantham financial advisers at Castlegate explain…
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Investments
June 2, 2024

Market Update – May 2024 3>

May has been a significant month in UK politics and the economy. The next general election was announced, new inflation and GDP figures arrived (showing some encouraging signs), and stock markets set new records in…
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Investments
May 14, 2024

Investment Options: A Short Guide for 2024 3>

The world of investing can be confusing, not only for beginners but also for seasoned investors. Different “asset types” and investment options often come laden with a lot of jargon, making them difficult to understand.…
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Investments
May 11, 2024

UK economy: A roundup for 2024 3>

The state of the UK economy has key implications for individuals’ and households’ financial plans. For instance, the economic landscape informs government policy and decisions (e.g., tax rates), which can bestow costs and/or benefits on…
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Investments
May 4, 2024

Market Update – April 2024 3>

Markets have started to see some volatility in April, following (mostly) positive performance over the prior few months. Inflation data continues to improve, although progress appears to have slowed somewhat. Commodity prices continue to keep…
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Investments
April 6, 2024

What is a general investment account? A short guide 3>

A general investment account (GIA) can be thought of a bit like a regular savings account, except you are putting your money into investments – e.g. bonds and shares – rather than cash. What makes…
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Investments
April 3, 2024

Are bonds tax free? Your gilt questions answered 3>

Bonds can be a powerful asset class to include in an investor’s portfolio. Yet how do they work, exactly? How do they relate to taxes, and what can you do to “shield” your returns (e.g.…
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Investments
April 1, 2024

Market Update – March 2024 3>

As we approach the end of quarter one, and indeed the tax year, global markets have continued to perform well following positive data on inflation. The UK Budget announced better-than-expected projections, despite economic shrinkage in…
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