Castlefield in the news - Summer 2025
The latest ‘In the news’ features some of the recent press coverage that Castlefield co-owners have contributed to or featured in, over the last few months - with publications such as FT Adviser, This is Money and Good With Money.
Castlefield co-owners are regularly invited by the press and trade publications to provide commentary or offer insight on a host of matters related to ethical investment and managing personal finances. Our regular 'In the News' feature provides a summary of recent coverage.
Alongside a couple of awards and recognition for our service (which we're always proud to receive), some of the topics covered in the Summer 2025 piece include the ethics of AI, how charitable giving could impact changes to inheritance tax on pensions, and views around a potential wealth tax. There's also studio recording for Asset TV.
NB: links go to external websites and some may be behind member/paywalls.
FT Adviser
Introducing a Wealth Tax will not cause an exodus of HNW from UK.
Castlefield adviser Olivia Bowen features in this piece for FT Adviser which argues that a Wealth Tax may not be as “disastrous” as some may think.
https://www.ftadviser.com/tax/2025/10/27/wealth-tax-will-not-cause-hnw-exodus-from-uk/
As part of its New Voices series, Castlefield adviser Thomas McCoy spoke with FT Adviser about how firms should understand their starting point for how they manage matters of diversity, equity, and inclusion before they seek to make progress
https://ftadviser.com/your-profession/2025/10/24/firms-must-understand-their-starting-point-on-dei/
Olivia Bowen features in this 51 for 51 interview with FT Adviser about how advice should be "grounded in ethics with a passion for people".
https://www.ftadviser.com/2025/8/7/51-for-51-advice-should-be-grounded-in-ethics-with-a-passion-for-people/
Professional Adviser
In this piece for Professional Adviser, Pooja Shah unpacks what the inheritance tax on pensions changes mean for charitable gifting, and discusses how charitable giving could help mitigate the IHT on pensions impact.
https://www.professionaladviser.com/interview/4520735/charitable-giving-help-mitigate-iht-pensions-impact
PA Future
Castlefield Head of Stewardship, Ita McMahon, discusses how ethical investors and responsible business practitioners are starting to address the ethics of AI in her regular sustainable investment piece for PA Future.
https://future.portfolio-adviser.com/castlefields-ita-mcmahon-engaging-on-ai/
As part of an investor group, led by CCLA and Local Authority Pension Fund Forum (LAPFF), Castlefield signed a letter to the chairs of FTSE100 companies urging them to provide a shareholder vote on climate strategy.
https://future.portfolio-adviser.com/ccla-leads-investor-group-calling-on-ftse-firms-to-hold-shareholder-votes-on-climate-strategy/
'Chilling threat': OBR warns cost of inaction on climate change is climbing.
Castlefield partner Ita McMahon features in this piece around the cost of inaction in the battle to tackle climate change.
https://future.portfolio-adviser.com/chilling-threat-obr-warns-cost-of-inaction-on-climate-change-is-climbing/
UKSIF
UK sustainable finance organisation UKSIF recently published a report with PwC UK around lessons from the implementation of SDR - the FCA's sustainable investment regulation initiative. Castlefield fund manager Callum Wells features in the report:
https://uksif.org/uksif-pwc-report-uk-sdr-and-investment-labels-implementation-lessons-and-the-road-ahead-2/
Good With Money
Castlefield was included on this list compiled by Good With Money of the best ethical financial advisers.
https://good-with-money.com/2025/09/18/best-ethical-financial-advisers/
Professional Adviser
Castlefield was named as one of the 20 Best Financial Advisers to Work For in 2025
https://www.professionaladviser.com/news/4518555/best-financial-advisers-2025
This is Money
In this Financial Planning feature for This Is Money, Castlefield Client Adviser Michael Owens responds to a reader's complex estate planning query and shares his valuable insight on inheritance tax planning.
https://www.thisismoney.co.uk/money/financial-planning/article-15057257/I-want-leave-home-stepdaughter-Im-worried-missing-valuable-inheritance-tax-perk-experts-answer.html
Money Marketing
Castlefield was awarded with the 'Best ESG Provider' at the 2025 Money Marketing Awards
https://www.moneymarketingawards.co.uk/2025/en/page/2025-winners
Asset TV
Castlefield Partner Ita McMahon recently joined the Asset TV UK panel to discuss Engagement strategies that beat anti-ESG. Natalie Kenway hosts the discussion, with Louisiana Salge and Valeria Piani.
https://www.asset.tv/video/stewardship-reset-engagement-strategies-beat-anti-esg?channel=61
Written by Nathan Cameron
The information and opinions contained in this article do not constitute advice or a recommendation nor an offer to buy or sell any security or other financial instrument.
With investment, capital is at risk.