News and Articles

Six Steps towards Wealth Preservation

By | Financial Planning | No Comments
After a long and successful career, it is understandable for many people to want to safeguard the wealth they have carefully accumulated. Not only does this help enable you to achieve the lifestyle you want…

Castlegate 25 Year Celebration at SIX Restaurant

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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…
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