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.
Our Articles
Check out below all the articles and updates from Kellands.
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 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 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 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 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 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 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.
December 5, 2022
December 2022 Investment & Economic Update
Our latest monthly investment update for December 2022 looks at how the global investment markets, economy, and commodities are performing.
November 3, 2022
November 2022 Investment & Economic Update
Our latest monthly investment update for November 2022 looks at how the global investment markets, economy, and commodities are performing.
October 20, 2022
Fear & Greed – A Market Update
A look at market sentiment in the current environment.
October 7, 2022
Why it’s important to remain calm amid continuing economic uncertainty
It’s been a worrying few weeks in the global financial markets. Read below about the current uncertainty, and why it’s important to remain calm in volatile times.
October 3, 2022
October 2022 Investment and Economic Update
Our latest monthly investment update for October 2022 looks at how the global investment markets, economy, and commodities are performing.
September 11, 2022
Queen Elizabeth II
In commemoration of Queen Elizabeth, Queen of the United Kingdom and other Commonwealth realms
September 2, 2022
September 2022 Investment & Economic Update
Our latest monthly investment update for September 2022 looks at how the global investment markets, economy, and commodities are performing.
August 2, 2022
August 2022 Investment & Economic Update
Our latest monthly investment update for August 2022 looks at how the global investment markets, economy, and commodities are performing.
July 22, 2022
Time to take care over pension withdrawals?
Despite rising inflation and the cost-of-living crisis, why you should think twice before dipping into your pension to help out your finances.
July 4, 2022
July 2022 Investment & Economic Update
Our latest monthly investment update for July 2022 looks at how the global investment markets, economy, and commodities are performing.
June 23, 2022
What rising inflation and interest rates mean for investors
Why investors and those planning for retirement need to keep calm and take a long-term view.
June 4, 2022
June 2022 Investment & Economic Update
Our latest monthly investment update for June 2022 looks at how the global investment markets, economy, and commodities are performing.
May 18, 2022
It’s time to rethink retirement and how to plan for it
With an ageing population, an increasing retirement age and less certainty in what to expect from your pensions, it could be a good time to review what you want from your later life.
May 3, 2022
May 2022 Investment & Economic Update
Our latest monthly investment update for May 2022 looks at how the global investment markets, economy, and commodities are performing.
April 25, 2022
Are you saving enough for your retirement?
Only a quarter of pension savers using a workplace pension believe their current retirement saving rate will not be sufficient for later life.
April 4, 2022
April 2022 Investment & Economic Update
Our latest monthly investment update for April 2022 looks at how the global investment markets, economy, and commodities are performing.
March 22, 2022
Don’t miss the deadline to give your pension savings a boost!
As another extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances. Giving your pension savings a boost and assessing where you stand will give you peace of mind that you are on track to enjoying the retirement you are planning for.
March 3, 2022
March 2022 Investment & Economic Update
Our latest monthly investment update for March 2022 looks at how the global investment markets, economy, and commodities are performing.
March 1, 2022
Why it’s important to focus on your long-term financial plan in turbulent times
The Russian invasion of Ukraine last week has sparked more uncertainty and volatility in the financial markets
February 3, 2022
February 2022 Investment & Economic Update
Our latest monthly investment update for February 2022 looks at how the global investment markets, economy, and commodities are performing.
January 26, 2022
Some investing tips for new and existing investors. A few things not to do!
The pandemic saw more people start investing whilst others invested more through the enforced savings brought about by lockdown.
January 4, 2022
January 2022 Investment & Economic Update
Our latest monthly investment update for January 2022 looks at how the global investment markets, economy, and commodities are performing.
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.
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 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 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.
December 1, 2020
December 2020 Investment & Economic Update
In our latest monthly investment update for December 2020, we take a look at how the global investment markets, economy and commodities are performing.
November 13, 2020
Economic reasons to be cheerful, but some tough times still ahead
The latest official figures offer some reasons to be cheerful about the state of recovery in the UK economy.
October 1, 2020
October 2020 Investment & Economic Update
In our latest monthly investment update for October 2020, we take a look at how the global investment markets, economy and commodities are performing.
September 6, 2020
Pension freedom age hike to 57
The government has announced that the minimum pension age will rise from 55 to 57 by 2028 to coincide with the rise in the state pension age to 67.
September 4, 2020
Earning less but saving more?
Has the Covid-19 pandemic and its associated economic fallout changed your attitudes towards investing?
September 1, 2020
September 2020 Investment & Economic Update
In our latest monthly investment update for September 2020, we take a look at how the global investment markets, economy and commodities are performing.
August 4, 2020
August 2020 Investment & Economic Update
In our latest monthly investment update for August 2020, we take a look at how the global investment markets, economy and commodities are performing.
August 3, 2020
Five investment behavioural biases (and how to avoid them)
Behavioural biases play a significant role in our decision-making as investors.
July 23, 2020
Proposed new rules could protect investors from unregulated investment promotions
A scourge of the retail financial services profession are promotions for unregulated investments.
July 2, 2020
July 2020 Investment & Economic Update
In our latest monthly investment update for July 2020, we take a look at how the global investment markets, economy and commodities are performing.
June 3, 2020
June 2020 Investment & Economic Update
In our latest monthly investment update for June 2020, we take a look at how the global investment markets, economy and commodities are performing.
May 17, 2020
55th birthday surge – so here’s some pension tips
A surge in 55th birthdays and the fifth anniversary of pension freedoms were unintentionally timed this year to coincide with the current coronavirus pandemic.
May 4, 2020
May 2020 Investment & Economic Update
In our latest monthly investment update for May 2020, we take a look at how the global investment markets, economy and commodities are performing.
May 1, 2020
Flexible pension withdrawals surge to record levels
During these challenging financial times, to what extent have pension savers been raiding pension pots?
April 16, 2020
What the OBR thinks could happen to the UK economy
The economic impact of the coronavirus pandemic on the UK is likely to be significant, but recovery may be quicker than in other countries.
April 1, 2020
April 2020 Investment & Economic Update
In our latest monthly investment update for April 2020, we take a look at how the global investment markets, economy and commodities are performing.
March 2, 2020
March 2020 Investment & Economic Update
In our latest monthly investment update for March 2020, we take a look at how the global investment markets, economy and commodities are performing.
February 27, 2020
Some perspective on the coronavirus and your investments
As an investor, how should you be responding to the impact that the coronavirus is having on global stock markets?
February 7, 2020
Equity release sector holds steady despite a turbulent year
With an ageing population and a prolonged period of rising property prices, it’s no surprise to see equity release growing in popularity.
February 3, 2020
February 2020 Investment & Economic Update
In our latest investment update for February 2020, we take a look at how the global investment markets, economy and commodities are performing.
January 21, 2020
Are you a 'Pension-preneur'?
It’s no secret that the nature of retirement is changing. What used to be considered by many as a quiet, relaxing time in life, is increasingly becoming a period of greater activity.
January 2, 2020
January 2020 Investment & Economic Update
As we start the New Year, we take a look at how the global investment markets, economy and commodities are performing.
December 2, 2019
December 2019 Investment & Economic Update
In our latest monthly investment update for December 2019, we take a look at how the global investment markets, economy and commodities are performing.
November 15, 2019
What happens if you retire without enough?
If you reach retirement age with insufficient savings, you face several choices.
November 1, 2019
November 2019 Investment & Economic Update
In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy and commodities are performing.
October 24, 2019
Do you have a clear retirement savings target?
What’s your retirement savings target?
October 15, 2019
Planning your retirement? Don’t underestimate your life expectancy
If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need?
October 8, 2019
Time to consider socially responsible investing (SRI)?
The past decade has seen a big increase in ethical investing, although in overall terms, it is still a relatively niche market. In the middle of Good Money Week, which aims to let investors know about the range of ethical and sustainable financial options, we take a brief look at some of the statistics and issues.
September 17, 2019
This is why your selected retirement age matters
When do you plan to retire? The date you select for your retirement can have a significant impact on the value of your pension pot.
September 10, 2019
Political chaos and trade wars, how does this impact your financial plan?
As we reach the end of summer thoughts naturally turn to the future. Following the political turmoil being experienced through Brexit, it may seem a relatively challenging time for investors. Kelland’s Chartered Financial Planner, Chris Bull gives us an overview on the markets and whether times are as unique as they seem.
September 6, 2019
September 2019 Investment & Economic Update
In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy and commodities are performing.
August 27, 2019
Bank of Mum and Dad enters lending top ten
An unusual new bank has taken one of the top spots in a list of the biggest lenders.
February 25, 2019
What are the risks for drawdown investors?
Since the pension freedoms were introduced back in 2015, many retirement investors have opted for income drawdown as part of their retirement income strategy. This can make sense for many, but there are risks involved.
February 16, 2018
Equity release market continues to grow as part of retirement planning
The increasing popularity of equity release as part of the retirement planning mix was demonstrated in 2017, which saw new records set in the equity release market.