News & Guides

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 financial planning guides as well as our Independent News Magazine, or simply read about what’s happening at Kellands.

October 8, 2019

Time to consider socially responsible investing (SRI)?

The past decade has seen a big increase in ethical investing, although in overall terms, it is still a relatively niche market. In the middle of Good Money Week, which aims to let investors know about the range of ethical and sustainable financial options, we take a brief look at some of the statistics and issues.

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June 27, 2019

Are illiquid funds built on a lie?

The liquidity of investment funds has come into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund.

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June 12, 2019

Are UK retirees withdrawing too much from pension drawdown?

Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This is around 6%-9% of the average pension pot, well above the 4% often touted as a sustainable rate. The upshot is that savers could be at risk of running out of money in retirement.

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May 21, 2019

Some thoughts for income investors

Interest rates have been at record lows for over 10 years, causing problems for income investors, who have had to take on more risk to get some decent income yields. So what can income investors do to maximise their income potential going forward, without risking too much capital?

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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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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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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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News Feed

1/3/2024

Bad blood over Singapore Taylor Swift tour subsidies

Singapore paid taxpayer dollars to lock in Swift's shows - causing some bad blood in the region.

News & Views

February 19, 2024

Rising Retirement Costs: How Much Will You Need?

Individuals now need significantly more for a comfortable retirement due to rising living costs and family support expectations.
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