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Covid-19 – Providing Our Support And Financial Advice

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In light of UK government advice following the COVID-19 outbreak, we want to reassure clients that our offices remain open to receive calls and letters only. If possible, however, please can you contact our team directly via email (info@casfin.co.uk) to allow for easier communication. Our team is at hand to provide financial advice and planning during this important time.

What the Autumn Statement means for your pension

What the Autumn Statement means for your pension

By castlegateadmin / November 12, 2024
Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means...
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Older relative finances – how you can help

Older relative finances – how you can help

By castlegateadmin / November 8, 2024
We recently had World Alzheimer’s Day in September, and now (in November), the world is highlighting mental and physical well-being...
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Why donating from your business benefits you, too

Why donating from your business benefits you, too

By castlegateadmin / November 6, 2024
Many business owners want to use their business to make a positive difference in the world. In 2022, for instance,...
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How will farmers deal with IHT now?

How will farmers deal with IHT now?

By castlegateadmin / November 4, 2024
We won’t mince our words. The 2024 Autumn Statement has been a big shock for many UK farmers. Reports are...
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Market Update – October 2024

Market Update – October 2024

By castlegateadmin / November 1, 2024
The UK economy and markets (e.g. gilt investors) are starting to digest the Autumn Statement, where a host of tax...
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The Autumn Statement 2024

The Autumn Statement 2024

By castlegateadmin / October 31, 2024
There had been much speculation about this budget. Finally, Rachel Reeves—the UK’s first female Chancellor—delivered her plan for the UK...
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Share a Bear with Castlegate to Support the Children’s Bereavement Centre

Share a Bear with Castlegate to Support the Children’s Bereavement Centre

By castlegateadmin / October 28, 2024
This year, Castlegate Financial Management is proud to support the Children’s Bereavement Centre through our latest campaign, ‘Share a Bear...
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Anti-greenwashing – are your investments truly “green”?

Anti-greenwashing – are your investments truly “green”?

By castlegateadmin / October 9, 2024
Interest in sustainable (or green) investing is on the rise in 2024. Over 50% of individual investors want to increase...
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Four forgotten areas in divorce & financial planning

Four forgotten areas in divorce & financial planning

By castlegateadmin / October 7, 2024
Divorce is widely regarded as the second-most stressful life event after the death of a spouse and marital separation (according...
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30 October Budget: A tax checklist to watch

30 October Budget: A tax checklist to watch

By castlegateadmin / October 4, 2024
There is a lot of media attention on the upcoming Autumn Statement due on 30 October 2024. The Chancellor, Rachel...
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What Does The New 0.1% Rate Mean For Savers?
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