December 3, 2023
December 2023 Investment & Economic Update
Our latest monthly investment update for December 2023 examines 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 21, 2023
The festive season gets under way in Montpellier
Kellands Cheltenham joins in the Christmas spirit.
November 2, 2023
November 2023 Investment & Economic Update
Our latest monthly investment update for November 2023 examines how the global investment markets, economy, and commodities are performing.
October 26, 2023
Preserving wealth for future generations
Starting estate planning early and implementing it in stages is desirable.
October 9, 2023
How to arrange and finance later life care
A guide to care options, for you or your loved ones.
October 3, 2023
October 2023 Investment & Economic Update
Our latest monthly investment update for October 2023 examines how the global investment markets, economy, and commodities are performing.
September 28, 2023
Independent News - Autumn 2023
With summer now well behind us, we are pleased to bring you our Autumn 2023 magazine.
September 25, 2023
Big company benefits for small businesses
A guide to protecting, nurturing and growing your business for the benefit of you and your employees.
September 6, 2023
September 2023 Investment & Economic Update
Our latest monthly investment update for September 2023 examines how the global investment markets, economy, and commodities are performing.
September 1, 2023
Are Employees Ready for Retirement? New Study Says No
New research highlights many have a lack of confidence in their retirement prospects.
August 24, 2023
Our guide to pension consolidation
If you have more than one pension, our guide looks at the pros and cons of consolidating them into one pension pot.
August 15, 2023
Our essential guide to ISAs
One of the easiest ways to maximise your investment returns is to invest your money via an Individual Savings Account, or ISA.
August 7, 2023
Is it time to start thinking about your end of year tax planning?
Seven allowances to make use of before 5 April 2024.
August 1, 2023
August 2023 Investment & Economic Update
Our latest monthly investment update for August 2023 examines how the global investment markets, economy, and commodities are performing.
July 19, 2023
How to give your pension a pre-retirement boost
A few ideas to help you increase your chances of a comfortable retirement.
July 3, 2023
July 2023 Investment & Economic Update
Our latest monthly investment update for July 2023 examines how the global investment markets, economy, and commodities are performing.
June 21, 2023
Kellands take part in Brain Tumour Research Charity Raceday
The Kellands team joined the crowds at Chepstow to see the racing and to help raise funds for this important charity.
June 19, 2023
Financial Education Gap: Majority of UK Children Lack Money Skills
Recent research study highlights a significant gap in the money skills of many youngsters.
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.
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.
