With tax year end approaching, Castlefield adviser Helen Tandy explains how simple, well-timed moves — from using your ISA allowance to reviewing excess cash — can cut tax and help your money work harder.
In this post, adviser Michael Owens explains Free Wills Month, why having a Will matters, and how leaving 10% of your estate to charity can reduce inheritance tax from 40% to 36% while supporting causes you care about.
Rising IHT, frozen allowances and pension changes are driving more families to set up trusts. But it’s about more than tax — Helen Tandy discusses why this is a moment to reflect on values and long-term legacy.
In this Castlefield featured stock piece, David Gorman introduces the Scottish-based homebuilders Springfield Properties PLC - held in our Thoughtful UK Smaller Companies Fund.
We engaged with the leading infrastructure and private assets investment manager to ascertain why its scope 3 emissions profile is much higher than its peers.
In this blog, Investment Analyst Barney Timson outlines some of the shareholder resolutions – including Microsoft, P&G and Chubb - we have supported since changing to our global strategy.
We recently engaged with two AIM-listed companies held within our Thoughtful UK Smaller Companies Fund on matters relating to remuneration.
In this Castlefield stock story, investment Analyst David Gorman introduces Visa – a global payments leader connecting billions of consumers and merchants and "making commerce easier".
We recently engaged with pharmaceutical firm Sanofi as part of our broader work around conflict minerals and two additional topics relevant to the sector: the use of animal-derived ingredients and plastic reduction.
In this blog, Adviser Helen Tandy offers a few key financial areas to consider while you’re reflecting on your finances, and is a gentle reminder to get ahead and start those new year plans early.
Castlefield Investment Analyst David Gorman introduces Optima Health – a UK-based occupational health services and software provider helping organisations keep people in work and supporting better health outcomes.
Helen Tandy shares the lessons learned from our screening of the documentary X Trillion, where we explored what happens to “invisible” plastic once it leaves our hands, and why we need to talk about this more openly.
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