News and Articles

The emotional benefits of a financial adviser

By | Financial Planning | No Comments
Recent polls suggest that 10% of UK adults feel “hopeless” about their financial circumstances and 34% feel “anxious”. Moreover, stigma is still a barrier to people opening up and getting expert help. Half of British…

Market Update – January 2024

By | Investments | No Comments
Following the rallies towards the end of 2023, most global markets have taken a slight downturn this month as festive optimism wears off. The US has bucked the trend, driven by a small handful of…

Castlegate’s Christmas 2023 Event Highlights

By | In the Community | No Comments
In December 2023, we had the pleasure of hosting our client Christmas Event at Doddington Hall. It was a wonderful occasion with a great turnout. Guests enjoyed afternoon tea, a tour of the hall themed…

How not to overpay on tax in 2024

By | Taxation | No Comments
The UK currently faces its highest tax burden in 70 years, set to rise to 37% of national income in 2024. The Chancellor has hinted that tax cuts could arrive in the upcoming Spring Budget,…
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