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.
With the festive season almost upon us, we are pleased to bring you our Winter 2021 newsletter.
Chartered Financial Planner, Loretta Mooney went back to school last week and spent the morning at Altrincham Grammar school.
According to new research, more than half of UK adults say the Covid-19 pandemic has affected their retirement plans.
Our latest monthly investment update for November 2021 looks at how the global investment markets, economy, and commodities are performing.
Huge congratulations to Kellands Chartered Financial Planner Loretta Mooney who won a top award at the recent Women in Financial Advice Awards.
The latest study from the Pensions and Lifetime Savings Association (PLSA) provides a guide to what income you may need
Many bereaved families are missing out on significant inheritance tax rebates
This week is Financial Planning Week so what better time to look at the reasons why financial planning is so important.
We are delighted to announce that Kellands Chartered Financial Planner Loretta Mooney is nominated for two awards at the 2021 Women in Financial Advice Awards. Loretta is a finalist in the Financial Adviser of the Year – North West and Woman of the Year – Retirement categories.
Our latest monthly investment update for September 2021 looks at how the global investment markets, economy, and commodities are performing.
Latest statistics show a 4% increase in tax take with almost a third more families affected
Our latest monthly investment update for August 2021 looks at how the global investment markets, economy, and commodities are performing.
Price inflation in the UK is still rising, with the official rate up to 2.5% in the past year.
Introducing you to our new Chartered Financial Planner, Jennifer Skehan.
Our latest monthly investment update for July 2021 looks at how the global investment markets, economy, and commodities are performing.
A spate of recent surveys shows both how people have responded to pensions throughout the pandemic and their general lack of understanding and engagement.
Our latest monthly investment update for June 2021 looks at how the global investment markets, economy, and commodities are performing.
If your eye was drawn to this article, the answer is probably now! Knowing how a drawdown income is constructed is fundamental, and not just for those approaching the end of their career. Starting with the end in mind, allows you to work backwards from a target. It tells us the steps to be taken today, in order to enjoy the lifestyle you aspire towards in the future, for you and your family.
Whilst investors are increasingly prioritising socially responsible investments, fund managers are getting in on the act too.
Moneyfacts.co.uk has announced the appointment of Kellands Hale as its preferred financial planning advice firm.
Our latest monthly investment update for May 2021 looks at how the global investment markets, economy, and commodities are performing.
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.
In our latest monthly investment update for April 2021, we look at how the global investment markets, economy, and commodities are performing.
In our latest monthly investment update for March 2021, we take a look at how the global investment markets, economy and commodities are performing.
A look at what the impact has been on sustainable investing and what it means for the future.
With the end of the 2020/21 tax year quickly approaching, we look at a few key areas to address whilst you still have time to act. Chartered Financial Planner Ian Boasman gives us his top tips.
In our latest monthly investment update for February 2021, we take a look at how the global investment markets, economy and commodities are performing.
The 10 steps to help you build a better financial future.
In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are performing.
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.
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