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 2022 drawing to a close, it can be said that financial markets in 2022 have faced difficulties unlike they have seen for some time.
Read a note of thanks from our Managing Director, Guy Kelland, who tells us his highlights of the year – plus what to expect from Kellands in 2023.
At Kellands we are committed to training and professional development and often invite thought leaders and industry experts to share their knowledge with the team.
As the cost-of-living crisis prevails, you might be searching for ways to boost your disposable income to match rising costs.
As you may already be aware, in early November 2022, the Bank of England (BoE) raised the base rate to 3% – its highest level since 2008.
Between 2 and 8 December, many will mark Grief Awareness Week. A time for seeking help when you need it, Grief Awareness Week lets us ruminate on how we can help ourselves and our loved ones through impossibly difficult times.
After the recent political and economic turmoil, Jeremy Hunt has delivered the government’s autumn statement. Here are the key points and what they mean for you.
Following a thorough application process we’re delighted to have been recognised for Citywire’s New Model Adviser list of Top 100 financial planning firms 2022.
A trust can be a fantastic way to provide opportunities to the next generation. Learn three clear ways to make sure your wishes are fulfilled by trustees here.
As the spooky celebration of Halloween approaches, learn three truly terrifying financial mistakes you could make this year, and how to cleverly avoid them.
After the pound fell swiftly at the end of September, read about what a weaker pound could mean for your wealth in the coming months, and how we can help.
Six ways to help you make better financial decisions.
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.
Working with your Kellands financial planner before you retire can help you live the lifestyle you want in later life. Here are three powerful reasons why.
If your child or grandchild is heading off (or returning to) university, here’s a comprehensive guide to everything you need to know about student finance.
Three-quarters of Brits are worried about the cost-of-living crisis, including many higher earners. Here are some useful tips for maintaining your financial mental health.
Retiring after a long, successful career is a rewarding feeling, but it can come with emotional difficulties. Read about how to retire happily in today’s world.
Research shows 2 in 5 people are relying on an inheritance to fund their retirement. Find how these circumstances could affect you and your loved ones.
Since the Lifetime Allowance has been frozen until 2026, you could be paying too much into your pension. Find out all you need to know here.
Our latest monthly investment update for August 2022 looks at how the global investment markets, economy, and commodities are performing.
Since 2016, the full new State Pension regulations have been altered. Find out what you have to do to stay eligible before the deadline in April 2023.
As high inflation and a rising base rate contribute to the cost of living crisis, find out how the property market fared in the first half of 2022
The first half of 2022 has seen downswings around the world, concerning some investors. Here’s how to be entirely unflappable in an era of market volatility.
Our latest monthly investment update for July 2022 looks at how the global investment markets, economy, and commodities are performing.
We all have dreams and goals – but are you struggling to make yours a reality? Learn about five life-changing books that could help you reach your goals.
The cost-of-living crisis may already be affecting your finances – and it could affect your children too. Read about how to protect your kids from rising costs.
Financial scams are ever-increasing in today’s world. Here’s how to spot potential fraud, and how your financial planner can help protect your wealth.
Financial protection is an important part of creating long-term security. Yet, it’s something that many people overlook.
Our latest monthly investment update for June 2022 looks at how the global investment markets, economy, and commodities are performing.
Check out our useful guide detailing the top sporting events due to take place in the UK between now and September.
As the cost of living crisis continues, making the most of your tax-efficient allowances is vital. Learn about the unmissable tax breaks you could use this year.
The Queen’s Platinum Jubilee arrives in June, signifying an amazing 70 years on the throne. Read three things Elizabeth II could teach you about managing your money.
We are the proud winners of the Adviser Firm of the Year, North West award. Read about this and our award-winning commitment to our clients.
Our latest monthly investment update for May 2022 looks at how the global investment markets, economy, and commodities are performing.
As an employer, a salary exchange scheme could help cut costs in an economically uncertain time. Read how salary exchange can benefit you and your employees.
In last year’s Budget, chancellor Rishi Sunak unveiled a set of allowance freezes that came into effect in April. Learn how the freezes could affect your money.
Research shows that the “mid-life responsibility peak” hits at age 45 to 65. Learn how your financial planner can support you at this crucial stage of your life.
Gifting money could be an easy way to transfer your wealth and reduce the risk of a big Inheritance Tax bill. Read three ways to gift your wealth efficiently.
Just like skydiving, drawing your pension can feel like a giant leap of faith. Learn what skydiving can teach you about managing the “free-fall” into retirement.
The new tax year has just begun, and with it has come a set of changes that will likely affect you and your business.
Spring Clean your life to help you build the lifestyle you want.
Our latest monthly investment update for April 2022 looks at how the global investment markets, economy, and commodities are performing.
Why you need to regularly review your pension savings and top up when necessary.
Next up in our meet the team series is trainee Financial Planner, Charlotte Knight. Hear what she has to say about working at Kellands and how she got to where she is today.
Making a single contribution could make a big difference to your pension savings, compared to regular pension saving alone.
Adding your savings into a pension scheme could mean they are boosted by at least 20%
In these volatile and uncertain times, we take a look at this key issue and how it impacts on your investment planning
It has now been almost a year since Jennifer, one of our Chartered Financial Planners, joined the team. We took the opportunity to find out how she is finding everything, as well as getting the inside scoop on life at Kellands!
Our latest money guide explains how you can go about setting one up
Our latest guide lists 10 steps to help you build a better financial future
Our latest monthly investment update for January 2022 looks at how the global investment markets, economy, and commodities are performing.
July 10, 2026
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.
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