Blog

National Savings and Investments (NS&I) cuts interest rates
Apr 25/04/2016

We know many of our clients save with NS&I. In a time of lower interest rates with banks and building societies, this is a blow to anyone holding accounts with NS&I.

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Income Tax Personal Allowances- 2016/17
Apr 25/04/2016

The personal allowances from 6 April 2016 are as follows...

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Changes to interest on savings- Personal Savings Allowance (PSA)
Apr 25/04/2016

These changes mean that most people will no longer pay tax on savings interest. Banks and building societies will stop deducting tax from your account interest.

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Budget and Pensions April 2016
Apr 07/04/2016

There were no major changes to pensions in the Budget, apart from the introduction of Lifetime ISAs. Below is a summary of the previous announcements, taking effect from 6 April 2016, and the changes announced in the budget.

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New Inheritance Tax (IHT) Threshold - Effective April 2017
Apr 06/04/2016

The Government introduced a new IHT nil rate band in the 2015 Summer Budget of up to £175,000 per individual (i.e. a further £350,000 for a married couple) where the family home is passed to children or grandchildren. Although this allowance will not become available until 6 April 2017, it will also be phased in, starting at only £100,000.

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Retail Charity Bond
Apr 04/04/2016

At Castlefield we aim to reflect client values in investment decisions and this approach is exemplified with the recent purchase of the latest offering from the Retail Charity Bonds (RCB) platform. For those unfamiliar with Retail Charity Bonds, they provide the opportunity for both smaller issuers and investors to access the bond market. This is of particular importance to charities as borrowings can be hugely beneficial for furthering projects.

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Read our Voting Guidelines

Following on from the publishing of our Stewardship report, we have released our Voting Guidelines...

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Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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The Better Society Awards 2018

Castlefield have been shortlisted for three categories in this year’s Better Society Awards.

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