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.
80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
The Individual Savings Account (ISA) turned 25 this April. Find out 4 important ISA takeaways for savers and investors as the 2024/25 tax year begins.
Many people still believe harmful mistruths about this form of guaranteed retirement income. Here are 3 annuity myths and the truth behind them.
How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success.
Kellands Chartered Financial Planner Chris Bull will be dusting off his trainers and (knees permitting!) running the London Marathon on Sunday, 21st April.
The International Day of Happiness fell on 20 March – so in celebration of this day, read about 5 fascinating connections between your wealth and wellbeing
We are proud to announce that Kellands Chartered Financial Planner, Loretta Mooney, has joined the ‘100 Club’ fundraising initiative to build the National Breast Imaging Academy at Wythenshawe Hospital.
If you are planning to draw from your personal pension pot in the 2024/25 tax year, which begins on 6 April, learn 4 factors to consider before you do so.
You’ve heard of the cost of living crisis, but now death-related costs have increased too. Find out 3 estate planning tips to mitigate the cost of dying.
Many people harbour financial biases, but these could be affecting your long-term goals. Here is how to challenge financial bias and make a positive change.
If you want to know how the 2024 Spring Budget affects you, here are all the winners and losers from the chancellor’s latest fiscal announcement.
The chancellor has delivered the government’s Spring Budget. Here’s a useful summary of the key measures Jeremy Hunt announced in his statement.
Saving for retirement can be challenging if you’re self-employed. Here is why it’s important to build and manage wealth within your pension and how we can help.
International Women’s Day is celebrated each year on 8 March. It is a day designed to recognise the achievements of incredible women around the world, alongside campaigning for further progress in women’s rights.
At the end of the final quarter of 2023, several global stock market indices reported positive returns.
When you see the phrase “retirement planning”, you might assume that this describes the 10 or 20 years before you finish working. And while the pre-retirement phase is crucial, the benefits of retirement planning do not end on your last day of work.
Everything you need to know about annuities when creating a retirement income.
A look at the issues involved, the benefits available plus the financial support and advice we can offer.
Checking if you could make use of these tax allowances before Friday 5 April 2024 might help your money go further.
Kellands Chartered Financial Planners are delighted to be the premium sponsor of the Pro Manchester International Women’s Day Lunch.
Passing your investment portfolio down as inheritance could help put your loved ones in good stead for the future. Read about how it works here.
A study from Aviva reveals that 58% of over-55s wish to see the benefits of their legacy in their lifetime. Read 2 positives of leaving a living legacy here.
Investing on behalf of a child can help set them up for success – and it may have financial benefits for you, too. Learn 2 efficient ways to do so here.
April 15, 2024
80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
Read more