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)?

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

May 16, 2019

Whitchurch U13s win the cup

With all the playoffs and cup finals currently going on at the business end of the season, we are delighted to announce that Whitchurch Sports U13’s won the Avon Youth League Cup Final, beating Bristol Manor Farm 3.2.

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Whitchurch U13s win the cup

April 5, 2019

What does a Brexit extension mean for investors?

As an extension to the Brexit deal looks to be on the cards, we revisit what this means for investors. Should you delay making further investments at this juncture, or even switch to cash, before there is more clarity on the way forward?

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What does a Brexit extension mean for 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

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

3/7/2022

Argentina's economy minister makes sudden exit

Martin Guzmán's departure leaves a big question mark over Argentina's future economic policy.

2/7/2022

The supermarket rows you don't usually hear about

The spat between Heinz and Tesco has shone a light on the challenges facing suppliers and retailers.