The team at Castlegate gathered together at SIX, the rooftop restaurant at Nottingham’s Trent Bridge, to celebrate 25 successful years servicing clients across Grantham, Lincoln and the wider Midlands. The team enjoyed a four-course meal…
If you had to describe investing, assets or “asset allocation” to someone, which metaphors or illustrations would you use to describe them, and show why they’re important? One illustration some of our financial advisers in…
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…
In April 2015, the UK government introduced the “Pension Freedoms”. These new rules to the pensions regime had many far-reaching implications, but one of the big changes was that over-55s were then able to withdraw…
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