December 2, 2021
December 2021 Investment & Economic Update
Our latest monthly investment update for December 2021 looks at how the global investment markets, economy, and commodities are performing.
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.
November 25, 2021
What has the pandemic meant for your retirement plans?
According to new research, more than half of UK adults say the Covid-19 pandemic has affected their retirement plans.
November 2, 2021
November 2021 Investment & Economic Update
Our latest monthly investment update for November 2021 looks at how the global investment markets, economy, and commodities are performing.
October 19, 2021
How much does a decent retirement cost?
The latest study from the Pensions and Lifetime Savings Association (PLSA) provides a guide to what income you may need
October 11, 2021
Are you due an inheritance tax refund?
Many bereaved families are missing out on significant inheritance tax rebates
October 1, 2021
October 2021 Investment & Economic Update
Our latest monthly investment update for October 2021 looks at how the global investment markets, economy, and commodities are performing.
September 27, 2021
Natural yield or total return? How best to maximise your retirement income.
A look at how to make the most of your pension pots and other investments to generate a decent retirement income.
September 2, 2021
September 2021 Investment & Economic Update
Our latest monthly investment update for September 2021 looks at how the global investment markets, economy, and commodities are performing.
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
August 2, 2021
August 2021 Investment & Economic Update
Our latest monthly investment update for August 2021 looks at how the global investment markets, economy, and commodities are performing.
July 14, 2021
Thoughts for savers and investors as inflation continues to rise
Price inflation in the UK is still rising, with the official rate up to 2.5% in the past year.
July 1, 2021
July 2021 Investment & Economic Update
Our latest monthly investment update for July 2021 looks at how the global investment markets, economy, and commodities are performing.
June 17, 2021
The Larder, The Fridge and The Freezer
An alternative way of looking at your financial affairs, providing you with food for thought.
June 8, 2021
Lack of understanding about pensions still a big issue
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
June 2021 Investment & Economic Update
Our latest monthly investment update for June 2021 looks at how the global investment markets, economy, and commodities are performing.
May 19, 2021
Why we’re all ESG investors now.
Whilst investors are increasingly prioritising socially responsible investments, fund managers are getting in on the act too.
May 4, 2021
May 2021 Investment & Economic Update
Our latest monthly investment update for May 2021 looks at how the global investment markets, economy, and commodities are performing.
April 29, 2021
When should you start thinking about the pension lifetime allowance?
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 6, 2021
Why it makes sense to invest in an ISA at the start of the tax year
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
April 2021 Investment & Economic Update
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
Getting the balance right between your cash holding, emergency fund and investments
Aaron Pitt, Chartered Financial Planner at Kellands, takes a look at this perennial issue.
March 15, 2021
So, what’s the plan? – Retirement Planning with no numbers
Matt Hodges, one of our Chartered Financial Planners, explains why there’s more to financial planning than just the financials.
March 8, 2021
Why women should take control of their finances
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
Budget 2021 - the Chancellor’s balancing act
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
March 2021 Investment & Economic Update
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 16, 2021
New pension rules and a higher minimum age for taking benefits
A new set of pension legislation has received Royal Assent to become an Act of Parliament.
February 1, 2021
February 2021 Investment & Economic Update
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 14, 2021
As 2021 gets under way, is it time to rebalance your portfolio?
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
The Darkest Hour is Just Before Dawn
Could this have been one of the sharpest but also one of the shortest bear markets on record?
January 4, 2021
January 2021 Investment & Economic Update
In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are performing.
