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.

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)

October 1, 2026

Passing on wealth – the essentials of IHT

A guide to Inheritance Tax thresholds, exemptions and planning essentials

October 1, 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

October 1, 2026

Protection policies – just 42% hold one

Less than half of UK adults hold protection policies. Are you financially protected?

October 1, 2026

Positive momentum in protection – but gaps remain

Protection claims are rising, yet many households don’t have life insurance and lack adequate financial protection cover

October 1, 2026

You’ve got a mortgage! Now protect it

Many mortgage holders lack income or life cover to protect repayments

October 1, 2026

The power of participation – markets move – participation matters

Long-term investment success depends more on time in markets than timing them

October 1, 2026

Investing lessons from the World Cup

World Cup success depends on balance, teamwork and adaptability. The same principles apply to investing, where diversification, discipline and regular reviews support your long-term financial objectives.

October 1, 2026

Give your money intention

Many people choose to keep large amounts in cash because it seems reassuring and feels like the ‘safe’ option

October 1, 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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