August 4, 2021
More families hit by inheritance tax
Latest statistics show a 4% increase in tax take with almost a third more families affected
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.
As well as Our Articles, you can check out our Independent News Magazine, or simply read about what's happening at Kellands.
August 4, 2021
Latest statistics show a 4% increase in tax take with almost a third more families affected
August 2, 2021
Our latest monthly investment update for August 2021 looks at how the global investment markets, economy, and commodities are performing.
July 14, 2021
Price inflation in the UK is still rising, with the official rate up to 2.5% in the past year.
July 1, 2021
Our latest monthly investment update for July 2021 looks at how the global investment markets, economy, and commodities are performing.
June 17, 2021
An alternative way of looking at your financial affairs, providing you with food for thought.
June 8, 2021
A spate of recent surveys shows both how people have responded to pensions throughout the pandemic and their general lack of understanding and engagement.
June 1, 2021
Our latest monthly investment update for June 2021 looks at how the global investment markets, economy, and commodities are performing.
May 19, 2021
Whilst investors are increasingly prioritising socially responsible investments, fund managers are getting in on the act too.
May 4, 2021
Our latest monthly investment update for May 2021 looks at how the global investment markets, economy, and commodities are performing.
April 29, 2021
The pension lifetime allowance (LTA) has been around for 15 years, but the possibility of a potential 55% tax charge on ‘excess’ pension savings still causes confusion and anxiety for many.
April 8, 2021
How to reduce your inheritance tax bill – and much more besides.
April 6, 2021
Today is the start of the new tax year, so this could be the best time to take advantage of one of the tax breaks available to you, by opening a Stocks and Shares ISA.
April 1, 2021
In our latest monthly investment update for April 2021, we look at how the global investment markets, economy, and commodities are performing.
March 23, 2021
Aaron Pitt, Chartered Financial Planner at Kellands, takes a look at this perennial issue.
March 15, 2021
Matt Hodges, one of our Chartered Financial Planners, explains why there’s more to financial planning than just the financials.
March 12, 2021
Not long after her last exam success, Sian James has racked up yet another one to become fully level 4 qualified.
March 8, 2021
Today is International Women’s Day, a day which celebrates the social, economic, cultural and political achievements of women from around the world. It is also an opportunity to look into the gender investing gap and what can be done to help encourage women to invest more and take control of their finances.
March 3, 2021
Here’s a quick summary of just some of the salient points for savers and investors as the Chancellor attempted to perform a balancing act.
March 1, 2021
In our latest monthly investment update for March 2021, we take a look at how the global investment markets, economy and commodities are performing.
February 18, 2021
Whilst many investors are tempted to time the market, copious research studies show that it is time in the market that counts.
February 16, 2021
A new set of pension legislation has received Royal Assent to become an Act of Parliament.
February 1, 2021
In our latest monthly investment update for February 2021, we take a look at how the global investment markets, economy and commodities are performing.
January 28, 2021
As we start a New Year it is unusual to be thinking about a year-end. However, the tax year is coming to a close in only a few weeks.
January 25, 2021
Lockdown 3.0 means we are all having to spend more time at home, so why not use some of your downtime to put your basic ‘wealth planning’ house in order?
January 14, 2021
After the unprecedented events of 2020, it is quite likely that your perfectly diversified portfolio of a year ago may now need rebalancing.
January 11, 2021
Could this have been one of the sharpest but also one of the shortest bear markets on record?
January 4, 2021
In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are performing.
5/8/2021
Apple announces it will implement a system to scan US iPhones for images of child sexual abuse.
5/8/2021
KPMG research shows now is a good time to be looking for a job, due to high demand from employers.