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.
A retirement plan isn’t a “one-and-done” process. Learn what might cause you to rethink your plan, and how to keep it aligned with your changing objectives.
Frozen Tax thresholds have caused self-employed tax receipts to skyrocket. Learn four ways you can bring your bill down with the help of a financial planner.
Planning finances as a couple can be complicated, especially when one of you is the breadwinner. Here are three simple steps to help you build your shared financial future happily and healthily.
With rumours swirling ahead of the 2026 Autumn Budget, reacting too soon could harm your finances. Discover why waiting for confirmed details is the safest approach.
The decisions you make can define your life, especially when it comes to retirement. Learn four key retirement decisions a financial planner can help you navigate with confidence.
Estate planning goes beyond drafting a basic will. Keep reading to discover four lesser-known inheritance quirks, from providing for pets to using trusts and spousal allowances.
Discover how visualisation in financial planning could help transform the abstract concept of wealth into a solid roadmap for your retirement and family inheritance.
Download Kellands' free Back to School Guide to learn how to save and invest for your child's education while protecting your own long-term financial future.
Family investment companies can be attractive options for affluent families seeking to pass on tax-efficient wealth. Learn the pros and cons of setting one up here.
More than simply building wealth, retirement planning offers you the gift of control. Learn the strategies and tools, like cashflow modelling, which can help you achieve peace of mind during the next chapter of your life.
Forming your Inheritance Tax plan at 50 could save you nearly £400,000 compared to starting at 70. Learn why long-term planning matters when passing down your wealth.
Download our free guide to understand the new Inheritance Tax and pension rules from April 2027, how they could affect your estate and what steps you may wish to consider.
Download our free Later Life Care Guide to understand care options, funding, costs and financial planning, helping you prepare confidently for the future.
A Lasting Power of Attorney is essential for retirees looking to protect their wealth. Learn the risks you run without one in place, how to set one up, as well as the role a financial planner plays in supporting your chosen attorney.
Despite their importance in modern-day financial planning, 86% of adults don’t include digital assets in their will. Here are three strategies to help you keep track of yours so your beneficiaries receive the inheritance they deserve.
New research reveals that the gender pension gap starts as young as 28. Learn why the gap exists and how planning with your partner, boosting pension contributions, and salary sacrifice can help you close it.
Retirement planning doesn’t stop at your pension. Learn what to expect in the first five years of retirement and how you can practically and emotionally prepare.
Read the Summer 2026 edition of Kellands Independent News, featuring pension inheritance tax changes, ISA planning, retirement trends, dividend tax updates and more.
Are you planning for retirement and feeling bombarded by conflicting information about your pension? Learn five common misconceptions that might affect your plans.
With the high cost of living pressure squeezing younger generations, discover how you can support your children or grandchildren without compromising your goals.
There are seven types of “money languages” that define our relationships with spending and saving. Discover how learning yours can improve your financial plan.
With unused pensions facing Inheritance Tax from April 2027, many retirees are turning to annuities. Learn the pros, cons and alternatives before you decide.
Our latest guide shares five steps you can take to help you plan for a pension shortfall, build a strong financial foundation, and start enjoying your retirement sooner.
Would you rather deep-clean your bathroom than plan for retirement? Here’s how practical advice can help you overcome retirement planning anxiety.
If you’re keen to start the 2026/27 tax year on the front foot, here are three simple yet effective financial habits for long-term growth and peace of mind.
Many young people with Plan 2 student loans are struggling to pay off their high-interest debt. Here’s what to consider before helping loved ones repay theirs.
Discover why retirees are especially exposed to market volatility, including sequencing risk and panic selling, and how financial planning can protect your income.
There were 16,600 centenarians living in the UK in 2024, and this figure could double by 2044. Discover how you can plan for a 40-year retirement.
Learn key estate planning issues blended families face, as well as three ways financial planning can help reduce tension and preserve generational wealth.
Inheritance Tax rules are changing. Discover three reasons to slow down, make a plan, and harness giving while living to reclaim your estate’s tax-efficiency.
Discover how SMART financial goals can help you turn vague intentions into clear plans. Download our guide to learn five practical steps for effective financial planning.
When stock markets are volatile, it’s time for calm heads and logical decisions.
A Lasting Power of Attorney doesn’t just protect you, it shields your family’s wellbeing too. Learn three costs your loved ones could pay without one in place.
No new taxes in the 2026 Spring Statement, but major earlier changes still stand. See how updates to tax, forecasts and spending may affect your finances.
Make the most of your tax allowances before 5 April 2026. From ISAs to pensions and gifting rules, here are seven key opportunities to review before the 2025/26 tax year ends.
Are you looking to retire in the next 10 years? Discover three ways the 2025 Autumn Budget could have an impact on your plans, and how we can help.
Are you self-employed? Discover tax-efficient ways to fund your dream retirement, from SIPPs and ISAs to long-term investing and claiming expenses.
Discover how financial advice can strengthen your retirement plan and offer valuable peace of mind through several key practical and psychological benefits.
A practical guide to completing a mid-retirement MOT. Learn 8 simple steps to review spending, tax, protection and goals in later retirement.
Planning your finances for 2026? Our latest guide shares five practical tips to help you manage your wealth, build resilience and plan with confidence.
Do you have questions about Inheritance Tax, probate, being named an executor, or contesting a will? Learn what you need to know about these topics – and more – here.
70% of SIPPs are being managed on a DIY basis. Find out how working with a financial planner could boost your pension and put you on track for a comfortable retirement.
From providing childcare to the financial support they'll need, read three conversations to have with your children if you're expecting a grandchild in 2026.
Turning 50 and only just thinking about retirement? Learn how boosting contributions and expert planning can still secure the lifestyle you want.
September 21, 2026
A retirement plan isn’t a “one-and-done” process. Learn what might cause you to rethink your plan, and how to keep it aligned with your changing objectives.
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