News and Articles

A financial plan for a strong start in 2025

By | Financial Planning | No Comments
A new year is the perfect opportunity to reflect on what has passed, celebrate accomplishments, and plan for the future. At this time, many people are more motivated to get organised and pursue their goals.…

How to navigate capital gains tax

By | Taxation | No Comments
Capital gains tax (CGT) has come under the spotlight again. The 2024 Autumn Statement confirmed an increase in the rates for non-property asset disposals. Moreover, we have witnessed a repeated fall in the tax-free CGT…

Common investing questions, answered

By | Investments | No Comments
Investing is for everyone. It is a core part of any financial plan, helping you build wealth and move towards your long-term goals. Yet, the subject can be confusing - even for seasoned investors who…

Financial advice for widows and widowers: a short guide

By | Financial Planning | No Comments
Losing a spouse or life partner is one of life’s most traumatic experiences. If you are reading this as someone grieving, first of all, we offer our deepest condolences. Here at Castlegate, our Grantham financial…
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