When it comes to our financial plans, we’re often underprepared for the unexpected. In this piece, Castlefield adviser Rupert Lovesy explores why protection is a vital, often overlooked part of a strong financial plan.
In this latest featured stock piece, Castlefield Investment Analyst David Gorman introduces Bloomsbury Publishing- held in our Thoughtful UK Smaller Companies Fund.
Cybercrime is no longer just a technology issue; it’s an evolving risk that affects individuals and investors alike. With this in mind, we’ve brought together some practical guidance to help you stay safe online.
An inheritance can provide tremendous opportunity, yet it’s likely that it has arrived during a difficult time. In this guide, Rupert Lovesy sets out a framework to help you make the most of your new financial situation.
In this Castlefield featured stock piece, David Gorman introduces Alphabet Inc, the American multinational technology giant and parent holding company of Google, held in our TM Castlefield Thoughtful World Equity Fund.
We asked co-owners to share the climate and environment books that have influenced them most, and why. These are some of the titles that have sparked conversations and inspired action across our team.
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.
It looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.
