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As part of your ongoing service from Newcastle Financial Advisers Limited you receive a regular newsletter with helpful information to help you make the most of your money. You can now find the latest newsletters here.

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November 2025, Newsletter

This newsletter is packed full of straightforward information about the tax rules that affect you such as Inheritance Tax, ISA allowances and Pensions, along with a tax focused Q&A with a Newcastle Financial Adviser. You can also find a look back at the 2025 markets.

Read or download here

All information in our newsletters was correct at the time of publishing.

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Newsletter July 2025
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Frequently asked questions
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An introduction to pensions

We're here to help you

Your Newcastle Financial Adviser is committed to providing you with help and support whenever you need it to look after your long-term financial needs. If you have any questions or concerns, speak to your Newcastle Financial Adviser, available at every Newcastle Building Society branch, over the telephone or by video. Alternatively, call Newcastle Financial Adviser's team Team on:
0345 600 4330

Lines open Monday to Friday 9am - 5pm.*

Book an appointment
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*Calls to 0345 numbers cost the same as a call to a standard ‘01’ or ‘02’ landline number, even when calling from a mobile. Calls from landlines and mobiles are included in any bundled minutes or free call packages. The actual cost you are charged will depend on your landline or mobile provider. Please contact them to get information about the cost of the call. We may monitor and record telephone calls for training and security purposes.

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.

ASPECTS OF INHERITANCE TAX PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY NOR THE PRUDENTIAL REGULATION AUTHORITY. WILL WRITING AND TRUSTS ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY NOR THE PRUDENTIAL REGULATION AUTHORITY.

Approved by The Openwork Partnership on 06/11/2025.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited 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.