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Courtney Smith

By | Adviser Support | No Comments

Courtney joined the Castlegate team in 2023 after she found herself wanting a new challenge, subsequently pursuing a change of career with Castlegate. Courtney is currently working as a Financial Services Administrator providing administration support to a Financial Planner and our clients. In her spare time, Courtney enjoys spending time with her family and friends, trips to the coast and exploring new places.

How to Maximise the New Tax Year (2025-26)

How to Maximise the New Tax Year (2025-26)

By castlegateadmin / April 14, 2025
A new tax year is upon us (2025-26). From 6 April, taxpayers have the opportunity to take full advantage of...
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Tariff Turbulence: The Case For Staying Invested

Tariff Turbulence: The Case For Staying Invested

By castlegateadmin / April 14, 2025
President Trump has now announced his latest global tariffs. China was hit with a 45% rate on “Liberation Day” (2nd...
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Frozen Tax Bands – How Do They Affect You?

Frozen Tax Bands – How Do They Affect You?

By castlegateadmin / April 14, 2025
Have you ever heard of a “stealth tax”? This occurs when the government raises your tax bill, often without your...
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What Happens to My Pension When I Die?

What Happens to My Pension When I Die?

By castlegateadmin / April 14, 2025
Pensions are a powerful tool for providing a retirement income. Yet, what happens to your pension when you die? Can...
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Market Update – March 2025

Market Update – March 2025

By castlegateadmin / April 2, 2025
In March, US equities continued their painful downward trend in 2025. Investor concern over US tariffs was driving much of...
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2025: The UK Economy & Your Financial Plan

2025: The UK Economy & Your Financial Plan

By castlegateadmin / March 12, 2025
What might happen to the UK economy in 2025? What could it mean for your finances, and how can you...
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The Gender Pay Gap: Achieving Financial Empowerment

The Gender Pay Gap: Achieving Financial Empowerment

By castlegateadmin / March 12, 2025
International Women’s Day (8 March) is an important reminder of issues faced by women across the world. Finance remains a...
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The Risk vs. Reward Dilemma: How Should You Invest?

The Risk vs. Reward Dilemma: How Should You Invest?

By castlegateadmin / March 12, 2025
Every financial decision carries some level of risk. The challenge is knowing which risks to take and whether the potential...
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Bed & ISA: How To Maximise Your Investments

Bed & ISA: How To Maximise Your Investments

By castlegateadmin / March 12, 2025
How can you get the best possible returns? One option is to optimise your investment strategy in light of your...
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Market Update – February 2025

Market Update – February 2025

By castlegateadmin / March 12, 2025
February continues a recent trend of market uncertainty. Investors are navigating a world of geopolitical shifts, particularly due to President...
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