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.
Cash or other financial gifts might be more welcome than ever this Christmas. Here’s some things you need to know.
Kellands Bristol and Kellands Gloucester brave the weather at Ashton Gate to watch a scintillating match.
Our latest monthly investment update for December 2023 examines how the global investment markets, economy, and commodities are performing.
Excellent news for Ryan Madigan of Kellands Gloucester, as he passes his latest exam.
Our latest monthly investment update for November 2023 examines how the global investment markets, economy, and commodities are performing.
Starting estate planning early and implementing it in stages is desirable.
Excellent news for Sian James of Kellands Gloucester this week, as she has passed yet another exam.
A guide to care options, for you or your loved ones.
Our latest monthly investment update for October 2023 examines how the global investment markets, economy, and commodities are performing.
With summer now well behind us, we are pleased to bring you our Autumn 2023 magazine.
A guide to protecting, nurturing and growing your business for the benefit of you and your employees.
Our latest monthly investment update for September 2023 examines how the global investment markets, economy, and commodities are performing.
New research highlights many have a lack of confidence in their retirement prospects.
If you have more than one pension, our guide looks at the pros and cons of consolidating them into one pension pot.
One of the easiest ways to maximise your investment returns is to invest your money via an Individual Savings Account, or ISA.
Seven allowances to make use of before 5 April 2024.
Our latest monthly investment update for August 2023 examines how the global investment markets, economy, and commodities are performing.
A few ideas to help you increase your chances of a comfortable retirement.
Our latest monthly investment update for July 2023 examines how the global investment markets, economy, and commodities are performing.
The Kellands team joined the crowds at Chepstow to see the racing and to help raise funds for this important charity.
Recent research study highlights a significant gap in the money skills of many youngsters.
Our latest monthly investment update for June 2023 examines how the global investment markets, economy, and commodities are performing.
The pension tax changes in the budget – plus much more besides.
Why the golden rule of investing is even more pertinent in times of uncertainty and volatility.
What to take into account before deciding whether to put money into a pension or an ISA.
Our latest monthly investment update for May 2023 examines how the global investment markets, economy, and commodities are performing.
Asset allocation is a fundamental concept in investment management that helps investors manage their risk while maximising their returns.
Ready to retire, but worried about your savings running out? Read on for a few tips.
Pension pots have always had a role to play in inheritance tax planning but the scrapping of the pensions lifetime allowance means you could now potentially leave large sums completely free of inheritance tax.
Rising inflation and costs mean the amount of money you need to enjoy later life has risen significantly.
In his first Budget as Chancellor, Jeremy Hunt has announced several measures to re-engage those who have left the workforce and encourage business investment.
Our latest monthly investment update for March 2023 looks at how the global investment markets, economy, and commodities are performing.
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 2023.
Our latest monthly investment update for February 2023 looks at how the global investment markets, economy, and commodities are performing.
With the new year under way and the tax year end approaching, check out our Winter magazine to see if your finances are on the right financial path.
New research has highlighted the value of financial advice for couples.
Our latest monthly investment update for January 2023 looks 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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