News and Articles

Costs & taxes to watch in 2021

By | Financial Planning | No Comments
The UK economy is changing in 2021 as we emerge from the COVID-19 lockdown, and a range of taxes and household bills are heading for transition. In this article, our team here at Castlegate...

Gifting vs. leaving an inheritance

By | Wealth Management | No Comments
The UK has a notoriously complex system when it comes to inheritance tax (IHT). In 2021-22, this levy is certainly significant; typically standing at 40% on the value of assets (in an estate) over £325,000.…

Pension tips when retiring abroad

By | Pensions | No Comments
The thought of retiring overseas can be exciting for many people. Better weather, great cuisine and new experiences can be found in many popular expat locations including Spain, Australia, Turkey, Cyprus and Thailand. Expatriating, however,…

Does value investing work?

By | Investments | No Comments
Value investing is a distinct investing style that has many famous proponents including Warren Buffett, Charlie Munger and Mohnish Pabrai. The idea is relatively simple: find great businesses with strong fundamentals, whose shares are trading…
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