News <span>& Views</span>

News & Views

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 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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Time to consider socially responsible investing (SRI)?

July 17, 2019

What not to do when investing

When it comes to investing, it is quite easy to get advice from people – friends, family, journalists and of course financial advisers. They will be only too happy to tell you what to do! However, this article is a little different in that it tells you what not to do.

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What not to do when investing

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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Are UK retirees withdrawing too much from pension drawdown?

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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Some thoughts for income investors

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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Apathy towards inheritance tax

March 26, 2019

Gemma Underwood enjoys more exam success

Gemma Underwood has passed the CII R03 Personal Taxation exam, which combined with the R01 & R02 exams already completed, takes Gemma to halfway on her journey to be Diploma qualified as a financial planner.

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Gemma Underwood enjoys more exam success

March 21, 2019

Some last minute tax planning options

With the end of the tax year fast approaching, there may still be time to review your tax and financial affairs to make sure you have optimised all your tax allowances and tax planning opportunities. So here’s a few of things to look at before the start of the new tax year on 6 April 2019.

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Some last minute tax planning options

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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What are the risks for drawdown investors?

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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Bond outlook improves following market volatility

News Feed

6/12/2019

US jobs growth jumps in November

The economy added a higher-than-expected 266,000 jobs, helped by the return of striking GM workers.

6/12/2019

Macron pension reform: Strike continues for second day

Transport and services are affected again after 800,000 people joined national protests on Thursday.