News and Articles
Bank fees – 7 ideas to keep them down
By castlegateadmin | Wealth Management | No Comments
Banking fees can have an “invisible”, eroding effect on your wealth if not managed carefully. By having a plan to identify banking costs and keep them down, you can reduce needless costs and save money…
Dealing with political uncertainty in your financial plan
By castlegateadmin | Financial Planning | No Comments
Politics can have a big impact on your financial plan. Perhaps the government changes a key tax rule which affects your income and investment returns. Or, maybe a policy announcement leads to a sharp drop…
How does pension tax relief work?
By castlegateadmin | Pensions | No Comments
Pension tax relief is a system designed to encourage people to save towards their retirement. Yet how does it work, exactly? How can you best use it to boost your savings and achieve your long-term…
Family income benefit: a short guide
By castlegateadmin | Insurance | No Comments
Would you prefer that your family receive a lump sum or a regular income from a life insurance policy? The latter is known as family income benefit (FIB) and it can offer an alternative way…