News and Articles

Castlegate 25 Year Celebration at SIX Restaurant

By | News | No Comments
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…
Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln

Asset Allocation: An Illustration from Warfare

By | Investments | No Comments
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…
Children playing with stones near the water

Can I Cover My Inheritance Tax with an Insurance Policy?

By | Financial Planning | No Comments
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…
Stones on the beach, illustrating choice and variety in investment choices when discussing plans with a financial adviser in Nottingham

Should You Take Your 25% Tax-Free Lump Sum?

By | Pensions | No Comments
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…