News and Views

News and Views

Our aim is to keep clients fully informed of the latest developments within global markets as well as providing articles on personal finance, investments, pensions and tax planning.

To go straight to Our Articles, to view our Independent News Magazine, or to simply read about what’s happening at Kellands, check out the sections on the left.

March 29, 2019

Apathy towards inheritance tax

Recent research shows that most adults don’t have a will in place and that more than half have no plans to carry out any estate planning to mitigate inheritance tax.

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Apathy towards inheritance tax

March 26, 2019

Gemma Underwood enjoys more exam success

Gemma Underwood has passed the CII R03 Personal Taxation exam, which combined with the R01 & R02 exams already completed, takes Gemma to halfway on her journey to be Diploma qualified as a financial planner.

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Gemma Underwood enjoys more exam success

March 21, 2019

Some last minute tax planning options

With the end of the tax year fast approaching, there may still be time to review your tax and financial affairs to make sure you have optimised all your tax allowances and tax planning opportunities. So here’s a few of things to look at before the start of the new tax year on 6 April 2019.

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Some last minute tax planning options

February 25, 2019

What are the risks for drawdown investors?

Since the pension freedoms were introduced back in 2015, many retirement investors have opted for income drawdown as part of their retirement income strategy. This can make sense for many, but there are risks involved.

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What are the risks for drawdown investors?

January 31, 2019

Bond outlook improves following market volatility

When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are traditionally seen as a less risky asset class than equities, although their value can also go down as well as up.

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Bond outlook improves following market volatility

News Feed

21/4/2019

Why the US-China rivalry will not end with a trade deal

As the US and China edge closer to a trade deal, analysts expect a new battle in the technology sector.

21/4/2019

Unbanked 'pay £500 extra a year' for bills and services

People without a bank account pay more for energy, loans and mobile phone deals, research suggests.