News and Articles
Three allowances to check this January
By castlegateadmin | Taxation | No Comments
Are you interested in keeping more of your hard-earned money? One of the best ways to achieve this is to maximise your tax allowances. Each financial year (April-April), each person can access a range of…
Estate over £1m? How to mitigate IHT
By castlegateadmin | Financial Planning, Taxation | No Comments
With inheritance tax (IHT) set at 40% on the value of an individual’s estate over £325,000, it is easy to see why many people need to plan for this now. Today, hundreds of thousands of…
Interest rates & annuities in 2022
By castlegateadmin | Pensions | No Comments
Have you wondered about the best way to fund your future retirement? Broadly speaking, a pension pot is commonly used in one of two ways to provide an income. The first is to go into…
What are “value traps” when investing?
By castlegateadmin | Investments | No Comments
Psychologically, it feels great when we buy a “bargain” – especially when the item is a rare, expensive product that we really want (e.g. a 1st edition book). Similarly, investors can feel elated when they…