Insights

Stay up to date with the latest insights, news and developments relevant to you and your financial future. Explore our latest articles, market commentary and helpful guides, covering a range of topics to help you make informed decisions.

Investors stay focused on long-term growth

Research has found that UK investors remained committed to growing their wealth during the first half of the year

July 21, 2026

Pensions and IHT – the shake-up many are missing

From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)

July 16, 2026

Selling this summer? Follow the seven-day rule

The first week of a property listing can significantly influence buyer interest and sale success

July 16, 2026

Financial habits stuck in the past? Life moves on

A lot can change in ten years and financial needs shift. While life rarely stands still, many people’s money habits do

July 16, 2026

News in Review

Business confidence takes a dip, improved outlook for UK says IMF, Nato Summit update, mortgage costs set to rise

July 15, 2026

Freeze the higher rate tax burden

The government’s decision to freeze the higher rate tax thresholds means more workers will become higher rate taxpayers

July 8, 2026

Summer housing market snapshot

UK housing remains active, with regional price differences and changing mortgage preferences shaping the market

July 8, 2026

Balancing family support and retirement goals – take time to reflect this summer

For many families retirement planning can slip down the priority list when adult children need support

July 8, 2026

News in Review

House price growth ticked higher in June, the economic impact of the World Cup, and the ECB Forum on Central Banking

July 8, 2026

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53 Cam Green, Upper Cam, Dursley, Gloucestershire, GL11 5HL

Castle Financial Services Limited is registered in England and Wales no. 04402479. Registered office, 53 Cam Green, Upper Cam, Dursley, Gloucestershire, GL11 5HL

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Castle Financial Services Limited is entered on the FCA Firm Checker https://www.fca.org.uk/consumers/fca-firm-checker. Our Firm Reference Number is 228199.