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News and Articles
How to achieve financial stability in 2025
By castlegateadmin
/ January 16, 2025
Did you know that nearly one-third of UK workers are living month-to-month? The statistic is also reflected amongst those earning...
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Pensions: defined benefit vs. defined contribution
By castlegateadmin
/ January 13, 2025
Which pension type is best to achieve your retirement goals? Broadly speaking, there are two main types of pension schemes:...
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4 ways to maximise your allowances before the April deadline
By castlegateadmin
/ January 10, 2025
How can you legitimately reduce taxes before the April 2025 deadline? In 2024-25, UK households are still facing pressures on...
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Gifts & IHT: a short guide
By castlegateadmin
/ January 7, 2025
IHT has come back into the spotlight after the Autumn Statement. In November 2024, the Chancellor (Rachel Reeves) announced some...
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Market Update – December 2024
By castlegateadmin
/ January 3, 2025
December has been a quieter month in the global stock market. The FTSE 100 has been relatively stable in the...
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Festive Cheer: Castlegate Celebrates Christmas Jumper Day 2024
By castlegateadmin
/ December 19, 2024
The team at Castlegate Financial Management embraced the festive spirit by taking part in Christmas Jumper Day, sporting their brightest...
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Announcing the Winner of the Duncan & Toplis Group Community Impact Award
By castlegateadmin
/ December 16, 2024
We are thrilled to announce that Laura Geeson, one of our incredible team members, has been awarded the inaugural Duncan...
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A financial plan for a strong start in 2025
By castlegateadmin
/ December 10, 2024
A new year is the perfect opportunity to reflect on what has passed, celebrate accomplishments, and plan for the future....
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How to navigate capital gains tax
By castlegateadmin
/ December 9, 2024
Capital gains tax (CGT) has come under the spotlight again. The 2024 Autumn Statement confirmed an increase in the rates...
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Common investing questions, answered
By castlegateadmin
/ December 8, 2024
Investing is for everyone. It is a core part of any financial plan, helping you build wealth and move towards...
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