News and Articles
“Giving while living” and inheritance tax
By castlegateadmin | Taxation | No Comments
Dealing with inheritance tax (IHT) is often assumed to be dealt with at a person’s death. Yet you are not limited to planning your estate for this one-off event. You can also mitigate IHT by…
Overwhelmed by pension info? How an adviser can help
By castlegateadmin | Pensions | No Comments
A recent study by Standard Life revealed that 50% of people feel “overwhelmed” by pension information and two in five people have no idea what to do next with the information they do have. Retirement…
Castlegate Easter Bake Sale
By castlegateadmin | In the Community | No Comments
The team at Castlegate took part in an Easter bake sale to raise funds for Phelan-McDermid Syndrome Foundation UK. Local businesses were invited to donate to PMSF UK and try the home-baked goods on offer.…
Why financial planning is important for women
By castlegateadmin | Financial Planning | No Comments
Financial planning is valuable for everyone. Yet British women often face unique challenges that need addressing if they are to reach their goals. Below, our Grantham financial planners show why is it important for women…