NEWS, Insights & MEDIA

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.