Insights
Perspective on Wealth and Financial Planning
Castri WM Ltd provides independent wealth management and financial planning advice across the UK.
Our Insights section offers considered commentary on the issues that shape long-term financial decisions, including retirement planning, investment planning, financial planning for business owners and estate considerations.
The purpose of these articles is not to predict markets or promote products.
It is to provide clarity on topics that require careful thought. Castri WM Ltd is authorised and regulated by the Financial Conduct Authority.
All content is provided for general guidance only and does not constitute personal financial advice.
What we Cover
Each article is written with long-term perspective in mind and reflects our approach to independent financial advice. Our Insights typically address:
Retirement
and pension
planning
Pension drawdown
and income
sustainability
Investment
planning
principles
Financial
planning for
business owners
Inheritance tax
planning
in the UK
Regulatory and
legislative developments affecting wealth
Using your SSAS to buy your business premises
Pensions and Inheritance Tax: Planning for the April 2027 Changes
Important Information
The information contained within these articles is for general guidance only and does not constitute personal financial advice.
Advice will only be provided following a full assessment of suitability.
The value of investments can fall as well as rise and you may not get back the full amount invested.
Tax treatment depends on individual circumstances and may change in the future.