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.
April 29, 2021
The pension lifetime allowance (LTA) has been around for 15 years, but the possibility of a potential 55% tax charge on ‘excess’ pension savings still causes confusion and anxiety for many.
April 6, 2021
Today is the start of the new tax year, so this could be the best time to take advantage of one of the tax breaks available to you, by opening a Stocks and Shares ISA.
March 23, 2021
Aaron Pitt, Chartered Financial Planner at Kellands Bristol, takes a look at this perennial issue.
March 19, 2021
Kellands Bristol sees a second financial planner achieve this accolade in 2021.
March 15, 2021
Matt Hodges, one of our Chartered Financial Planners, explains why there’s more to financial planning than just the financials.
March 8, 2021
Today is International Women’s Day, a day which celebrates the social, economic, cultural and political achievements of women from around the world. It is also an opportunity to look into the gender investing gap and what can be done to help encourage women to invest more and take control of their finances.
February 16, 2021
A new set of pension legislation has received Royal Assent to become an Act of Parliament.
January 28, 2021
As we start a New Year it is unusual to be thinking about a year-end. However, the tax year is coming to a close in only a few weeks.
January 14, 2021
After the unprecedented events of 2020, it is quite likely that your perfectly diversified portfolio of a year ago may now need rebalancing.
January 5, 2021
Some great news for Tom Buss of Kellands Bristol just before Christmas, as he learned that he had become a Fellow of the Personal Finance Society.
The UK will be 'left behind' if other countries open up travel more quickly, the industry says.
Employers hired 266,000 people last month, figures show, despite a $1.9tn stimulus package.