News & Guides

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.

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.

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October 7, 2019

And the winners are…

We are pleased to announce that on the evening of Thursday, 19th September, Kellands Hale won the national award for Best Investment Advisory Firm 2019 at the Moneyfacts Awards in London.

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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.

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August 19, 2019

Putting the heart into finance

Financial planning firms come and go, but family-run Kellands in Hale has been thriving for nearly three decades and, simply put, isn’t going anywhere anytime soon.

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July 10, 2019

Mortgages made easy

When you need to take out a mortgage, whether you are a first time buyer, moving to a new home, buying a holiday home, remortgaging or buying to let, comprehensive mortgage planning is essential.

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June 27, 2019

Are illiquid funds built on a lie?

The liquidity of investment funds has come into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund.

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June 12, 2019

Are UK retirees withdrawing too much from pension drawdown?

Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This is around 6%-9% of the average pension pot, well above the 4% often touted as a sustainable rate. The upshot is that savers could be at risk of running out of money in retirement.

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May 28, 2019

Awards success for Andy Turner

Congratulations to Paraplanner Andy Turner from our support team, who recently graduated with the Personal Finance Society at Fellow level, following on from him achieving personal Chartered status last year. The awards ceremony marked the months and years of commitment to hard work and learning.

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May 21, 2019

Some thoughts for income investors

Interest rates have been at record lows for over 10 years, causing problems for income investors, who have had to take on more risk to get some decent income yields. So what can income investors do to maximise their income potential going forward, without risking too much capital?

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March 29, 2019

Apathy towards inheritance tax

Recent research shows that most adults don’t have a will in place and that more than half have no plans to carry out any estate planning to mitigate inheritance tax.

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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.

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January 31, 2019

Bond outlook improves following market volatility

When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are traditionally seen as a less risky asset class than equities, although their value can also go down as well as up.

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News & Views

July 12, 2024

Inflation has reached the Bank of England’s target rate. What now?

Inflation has reached the Bank of England’s 2% target rate for the first time since 2021. Find out what an on-target inflation rate could mean for your money.
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