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 and regulated advice regarding your […]
When we give financial advice to our clients in Lincoln, tax is often an area where we heavily focus on discussions. The good news is there are many ways you can lower your tax liability, with a completely clear conscience. […]
Placing your property in a trust will typically mean you no longer own your property and therefore it cannot be included as part of your inheritance tax bill when you die. The property you can put into a trust includes […]
Retirement brings along a lot of changes, such as changes to your routine, to your income and changes to amount of tax you have to pay. As an Independent Financial Adviser in Lincolnshire and across the East Midlands we have […]
Most of us face being taxed on our income, our capital gains and in some circumstances the value of our estate when we die. Taxation can be complicated and the rules, reliefs and allowances often change, so it is worth […]
Tax planning, using available reliefs and allowances, can result in more money in your pocket, it just requires a little thought and timely action. If you are married ensure you both use your respective personal income tax allowances. If a […]
There are several simple and cost effective options available to help you manage and reduce your potential Inheritance Tax liability, including making a Will, funding for an expected liability using life assurance and inheritance tax mitigating investments. As a firm […]
Inheritance Tax is a tax that most of us rarely plan for, but is one that many of us are affected by. As an independent financial adviser in Lincoln and across the East Midlands we work with our clients to […]
Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.
