June 3, 2023
June 2023 Investment & Economic Update
Our latest monthly investment update for June 2023 examines how the global investment markets, economy, and commodities are performing.
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.
May 17, 2023
Independent News - Spring/Summer 2023
The pension tax changes in the budget – plus much more besides.
May 9, 2023
The role of diversification in today’s marketplace
Why the golden rule of investing is even more pertinent in times of uncertainty and volatility.
May 5, 2023
Pension versus ISA
What to take into account before deciding whether to put money into a pension or an ISA.
May 3, 2023
May 2023 Investment & Economic Update
Our latest monthly investment update for May 2023 examines how the global investment markets, economy, and commodities are performing.
April 27, 2023
Customising Your Investment Strategy with Asset Allocation
Asset allocation is a fundamental concept in investment management that helps investors manage their risk while maximising their returns.
April 20, 2023
Don't Outlive Your Savings: Five Tips for a Secure Retirement
Ready to retire, but worried about your savings running out? Read on for a few tips.
April 17, 2023
How to use your pension to avoid inheritance tax
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.
March 28, 2023
What you need for a comfortable retirement has changed
Rising inflation and costs mean the amount of money you need to enjoy later life has risen significantly.
March 16, 2023
Budget Update: Key Points At A Glance
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.
March 3, 2023
March 2023 Investment & Economic Update
Our latest monthly investment update for March 2023 looks at how the global investment markets, economy, and commodities are performing.
February 20, 2023
End of year tax planning tips
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.
February 1, 2023
February 2023 Investment & Economic Update
Our latest monthly investment update for February 2023 looks at how the global investment markets, economy, and commodities are performing.
January 30, 2023
Kellands Independent News - Winter edition 2023
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.
January 16, 2023
Couples need to talk about protection
New research has highlighted the value of financial advice for couples.
January 3, 2023
January 2023 Investment & Economic Update
Our latest monthly investment update for January 2023 looks at how the global investment markets, economy, and commodities are performing.
