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.
The pandemic gets investors thinking about retirement issues – plus much more besides
Our latest monthly investment update for December 2021 looks at how the global investment markets, economy, and commodities are performing.
According to new research, more than half of UK adults say the Covid-19 pandemic has affected their retirement plans.
Our latest monthly investment update for November 2021 looks at how the global investment markets, economy, and commodities are performing.
The latest study from the Pensions and Lifetime Savings Association (PLSA) provides a guide to what income you may need
Many bereaved families are missing out on significant inheritance tax rebates
Our latest monthly investment update for October 2021 looks at how the global investment markets, economy, and commodities are performing.
A look at how to make the most of your pension pots and other investments to generate a decent retirement income.
Our latest monthly investment update for September 2021 looks at how the global investment markets, economy, and commodities are performing.
Latest statistics show a 4% increase in tax take with almost a third more families affected
Our latest monthly investment update for August 2021 looks at how the global investment markets, economy, and commodities are performing.
Price inflation in the UK is still rising, with the official rate up to 2.5% in the past year.
Our latest monthly investment update for July 2021 looks at how the global investment markets, economy, and commodities are performing.
An alternative way of looking at your financial affairs, providing you with food for thought.
A spate of recent surveys shows both how people have responded to pensions throughout the pandemic and their general lack of understanding and engagement.
Our latest monthly investment update for June 2021 looks at how the global investment markets, economy, and commodities are performing.
Whilst investors are increasingly prioritising socially responsible investments, fund managers are getting in on the act too.
Our latest monthly investment update for May 2021 looks at how the global investment markets, economy, and commodities are performing.
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.
How to reduce your inheritance tax bill – and much more besides.
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.
In our latest monthly investment update for April 2021, we look at how the global investment markets, economy, and commodities are performing.
Aaron Pitt, Chartered Financial Planner at Kellands, takes a look at this perennial issue.
Matt Hodges, one of our Chartered Financial Planners, explains why there’s more to financial planning than just the financials.
Not long after her last exam success, Sian James has racked up yet another one to become fully level 4 qualified.
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.
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.
In our latest monthly investment update for March 2021, we take a look at how the global investment markets, economy and commodities are performing.
Whilst many investors are tempted to time the market, copious research studies show that it is time in the market that counts.
A new set of pension legislation has received Royal Assent to become an Act of Parliament.
In our latest monthly investment update for February 2021, we take a look at how the global investment markets, economy and commodities are performing.
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.
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?
After the unprecedented events of 2020, it is quite likely that your perfectly diversified portfolio of a year ago may now need rebalancing.
Could this have been one of the sharpest but also one of the shortest bear markets on record?
In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are performing.
July 27, 2026
Retirement marks the start of an exciting new chapter, but it also requires a shift in how you think about investing. Discover how to adjust your investment portfolio for income,...
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