Castle Rock Financial Planning

30/04/2026

🌱 We’re proud to share that we’ve just completed our annual tree donation, bringing our total to an incredible 1,302 trees planted! 🌳

This is all part of our ongoing pledge to plant two trees for every mortgage we complete, helping to give back to the environment while supporting our clients with their home ownership and property portfolios

Every mortgage makes a difference , not just for our clients, but for the planet too.

You can learn more about our charitable partners and sustainability efforts here:
https://castlerockfp.co.uk/charitable-partners/

12/01/2026

30/09/2025

Every business has them, the people your business could not function without. But what would happen if one of them was suddenly no longer there?

Key Person Protection is designed to safeguard your business against the financial impact of losing a vital director or employee through death or serious illness.

In our latest blog, we explain what Key Person Protection is, the benefits it offers, and share a real-world example of how it could save a business from collapse.

👉 Read the full article here https://castlerockfp.co.uk/2025/09/29/key-person-insurance-insurance-for-your-most-important-asset-your-employees/

Approved by The Openwork Partnership on 02/09/2025.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Castle Rock Financial Planning Ltd is a trading style of which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Inheritance Tax (IHT) & Planning – How to Mitigate/Eliminate Your Potential Inheritance Tax Liability

05/09/2025

Guarantees in life, Death and taxes. 💀 💰

We can’t do much about death…. but if you are a business owner we could at least help save you tax on insuring against it to protect your family!

With a Relevant Life policy, business owners can make life insurance more tax-efficient.

👉 Read our guide to see how much you could save.

https://castlerockfp.co.uk/2025/09/04/relevant-life-protection-life-protection-for-business-owners/

Approved by The Openwork Partnership on 02/09/2025.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Castle Rock Financial Planning Ltd is a trading style of which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

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Inheritance Tax (IHT) & Planning – How to Mitigate/Eliminate Your Potential Inheritance Tax Liability

27/08/2025

Protecting Your Business With Life Insurance A Guide For Directors

Inheritance Tax (IHT) & Planning – How to Mitigate/Eliminate Your Potential Inheritance Tax Liability

10/07/2024

Castle Rock Financial Planning Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.