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.
Navigating a Changing Global Landscape
A financial gift can help your children or grandchildren build a valuable nest egg for the future — and spark positive saving habits that last a lifetime.
What the latest announcements mean for investors, savers and anyone planning for retirement.
Today’s Autumn Budget brings big shifts for savers, investors and anyone planning for retirement — from a lower cash ISA allowance to changes in salary sacrifice and higher taxes on dividends. Here’s what it all means for your money.
AI investing offers exciting growth potential but comes with valuation risks. Learn whether today’s AI boom is a bubble or a long-term opportunity — and why independent financial advice is key to navigating it.
Frozen tax thresholds and shrinking allowances mean many of us end up paying significantly more in tax, often without realising it.
New research from Standard Life reveals the significant impact financial advice can have on people’s finances and their financial wellbeing.
When leaving a job, how to stay updated on your retirement savings.
Do you have a safety net for you and your loved ones in case the unforeseen happens?
Tightening gift regulations is among the measures being considered for the upcoming budget.
A look at what we could expect from the upcoming budget – and much more besides.
Our Quarterly Market Commentary for September 2025 analyses how the global investment markets, world economies, and geopolitical trends are shaping up.
Despite the rumours swirling around in the headlines, you need to stay focused on your long-term plan.
More people are now taking pension cash early, but there’s a risk that you could run out of money later in life.
Psychological biases can have a negative impact on your investment decisions. Read about them and then discover why objective independent advice matters.
Six investment lessons that could benefit individual investors.
Why it’s important not to make mistakes with your pension savings towards the end of your working life.
A step-by-step guide to help you reclaim your lost pensions.
Our Quarterly Market Commentary for June 2025 analyses how the global investment markets, world economies, and geopolitical trends are shaping up.
Why planning, talking and taking action now can secure your family’s future.
Research reveals worrying trends among those saving for retirement.
Helping you secure a smoother ride towards a brighter future.
Trump’s tariffs, IHT changes, a decade of pension freedoms and a lot more besides.
Are you on track to achieve the retirement you want? Here’s 5 tips to help boost your pension pot.
VE Day marked the end of World War Two in Europe on 8 May 1945.
In the current environment, it is more important than ever to have someone who can help you with your finances.
There are two compelling reasons why you should take out an ISA sooner rather than later - to get the potential for higher returns and to save tax.
As stock markets tumble after the imposition of Trump’s tariffs, does this qualify as a stock market "crash" and what does it mean for investors?
Our comprehensive guide to the Spring Statement 2025 looks at the key announcements and their potential impacts on your finances or business.
Our Quarterly Market Commentary for March 2025 analyses how the global investment markets, world economies, and geopolitical trends are shaping up.
You’ve been saving for retirement for most of your working life, but there are quite a few things to consider before you retire.
CGT planning can help ensure your hard-earned investments work efficiently for your future.
We all dream of a comfortable retirement but achieving this vision requires careful planning and preparation.
Make the most of your financial situation before the year-end deadline.
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.
A few tips on how to address some pension basics, from tax relief and pension allowances to annuities and tracking down lost pensions.
31/1/2026
Don't get swept into paying for extras you don't need.
January 30, 2026
Planning to pass wealth to the next generation? Discover how estate planning and onshore investment bonds can help reduce inheritance tax and protect your financial legacy.
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