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.
Whether or not we see a Santa Rally this year, both the Dow Jones and the FTSE100 have already been flying high as we approach the year end, despite most expert predictions and the Brexit and Trump votes.
In his first Autumn Statement, Chancellor Philip Hammond praised the "strength and resilience" of the UK economy since the Brexit vote and pointed out that the IMF predicts the UK will be the fastest growing major economy this year, with employment at a record high.
How to navigate your investment options and why professional advice can help.
The Dow Jones ended the week at a record high after the shock Trump victory.
The FTSE 100 endured its worst week since January, driven by fears of a Donald Trump victory and the strengthening pound.
Inflation rose to its highest level in 22 months in September. The consumer prices index (CPI) rate of inflation increased to 1.0%, up from 0.6% in August and looks certain to go even higher in the next few months, possibly exceeding the Bank of England’s 2% target next year.
Stock markets in the UK soared yesterday, with the FTSE100 closing at 7,074.34, its highest level since the record finish of 7,104 in April 2015. Indeed, it came close to setting a new record high, before a last-minute burst of profit taking. Meanwhile, the FTSE 250 mid-cap index did close at a new peak.
According to BofA Merrill Lynch, we are in the midst of the second longest cyclical bull market ever. They say the cyclical bull market started on 09 March 2009, and has now comfortably surpassed the June 1949-August 1956 rally, only being beaten by the December 1987-March 2000 advance.
Following Brexit, many investors rushed to get out of UK open-ended property funds, but the fall in prices could present an interesting opportunity for the brave investor.
Consumer confidence has not been dented by Brexit and nor has the stock market.
As widely trailed, UK interest rates were cut today from 0.5% to 0.25% - a record low level and the first cut for over 7 years. The decision to cut interest rates was approved unanimously by the members of the Monetary Policy Committee (MPC) and further cuts were not ruled out.
The cutting of capital gains tax (CGT) in the March budget was an unexpected surprise and is good news for those with larger portfolios held outside Isas and/or those sitting on significant gains.
Amidst all the recent political changes, unexpectedly today the Bank Rate stayed the same – held at 0.5% for a further month at least. The rate has now been held at this level since March 2009.
So Brexit has won the day and the UK has voted to leave the EU. What impact will the result have on investors?
The new pension rules that came into effect just over a year ago mean it could now sometimes make sense to ditch your final salary pension.
Significant tax changes are due in April 2016, so reviewing your financial plans ahead of that could pay dividends.
The budget saw some good news for savers and investors as well as a reduction in capital gains tax, amongst other things.
With the drastic reduction in lifetime allowance, many investors are turning to VCTs to top up their income.
Significant tax changes are due in April 2016, so reviewing your financial plans ahead of that could pay dividends.
The date for the EU Referendum has been set for 23 June. So what impact will it have on the markets?
The pensions revolution of April 2015 means pensions can now play an important role in inheritance tax planning (IHT).
More pension changes are on the way, which is bad news this time, particularly for high earners.
The FTSE100 entered bear market territory on Wednesday, closing over 20% below its previous peak of 7103.98 last April.
The last summer budget saw the Chancellor deliver his promise to increase the Inheritance Tax (IHT) threshold to £1m. However, it is not quite what it seems.
Aaron Pitt, Chartered Financial Planner at Kellands Bristol, takes a look at this perennial issue.
Aaron Pitt, Chartered Financial Planner at Kellands Bristol, takes a look at this perennial issue.
Aaron Pitt, Chartered Financial Planner at Kellands Bristol, takes a look at this perennial issue.
Warren Buffett famously said about successful investing “Be fearful when others are greedy and greedy when others are fearful”.
18/4/2024
Some inbound flights to the world's second busiest airport resume, but many passengers remain stranded.
April 15, 2024
Five options to consider to help boost your potential retirement income.
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