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We can help provide strategies that can help you save money on future inheritance taxes while also growing your savings or supporting charitable causes.

Book a no-obligation consultation 

you can have a report with the blueprint of your finances in every month of your life!

Smart ways to minimise your taxes and maximise your income AND ASSETS

Lower your tax burden with these proven strategies for your income

These strategies can help you save money on taxes while also growing your savings or supporting charitable causes.

The importance of asset protection: be prepared for the unexpected

Asset protection provides peace of mind and helps you preserve your hard-earnt wealth for future generations.

The vital role of long-term financial planning

Long-term financial planning involves creating a roadmap for your financial goals, how you plan to achieve them, and the timeline for achieving them.

Passing wealth: the importance of inheritance tax planning

By taking advantage of available tax-exemptions and allowances, you can minimise the tax burden for those you love and ensure that your assets are distributed according to your wishes.

The value of an investment with Castell Wealth Management will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.

Learn more about our resources for long-term care and tax allowances

Have You Considered Planning for Long-Term Care?

While the level and intensity of long-term care needed varies from person to person, 70% of people who are 65 today will require care in some context. Long-term care is an essential consideration for anyone looking to secure their financial future and should not be ignored. Email us to book a no-obligation meeting.

Are You Taking Advantage of All Your Tax Allowances?

Maximising your tax allowances is essential for reducing your tax burden and securing your financial future. Call us today to book a no-obligation consultation.

The value of an investment with Castell Wealth Management will be directly linked to the performance of the funds selected & the value may fall as well as rise. You may get back less than you invested.

Towards a better world.

We are progressive financial advisers who provide lifelong wealth management strategies for our clients.

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP.

© Castell Wealth Management Limited. 2023.


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