News and Articles

Pension Planning: Should you go for a SIPP or a SSAS?

By | Pensions | No Comments
For company directors and business owners, there is a range of options in front of you when it comes to your retirement planning. However, you also face a unique challenge to address. Whilst many people…
Big Ben in London

Financial Highlights to Watch 2019

By | Financial Planning | No Comments
A happy new year to you for 2019! As the topic of Brexit increasingly dominates the headlines, our clients are increasingly (and understandably) turning to our financial advisers for reassurance and advice about how to…

Castlegate Annual Team Update

By | Featured | No Comments
We recently held our annual team update, bringing the whole team together to review the group’s performance and achievements with Castlegate having its most successful year to date. We looked back on the history of…
IFA in Lincoln talks about inheritance tax

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

By | Financial Planning | No Comments
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…