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.

December 8, 2017

Will we see a Santa Rally this year?

For investors, the Santa Rally has proved to be a ‘strange but true’ phenomenon over a lengthy period. So will we see one this year, particularly as 2017 has already seen impressive returns across most stock markets?

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September 4, 2017

Smart beta. A different style of investing

If investing jargon is all Greek to you, then smart beta may not initially appeal! However, smart beta represents an alternative style of investing, to add to the more familiar active and passive investment styles.

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August 16, 2017

As an investor, how do you spot the next big tech thing?

The first half of 2017 saw technology stocks flying on Wall Street. Whilst the passion for all things tech has cooled a bit of late, the world has certainly become a digital and technological marketplace. So as an investor, looking for the next big thing, how can you pick the new Facebook or Google?

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July 8, 2017

Pensions, hung parliament and Brexit

The general election and the ensuing hung parliament, along with Brexit, could have an impact on pensions. A month into the new parliament, what is the current situation regarding pensions and what is the likely impact on investors?

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June 9, 2017

Hung parliament – the implications for investors.

Following last night’s General Election, we now have a hung parliament – as we did back in 2010. The immediate upshot this morning was a fall in sterling of around 2% but at the same time a rise in the FTSE 100 of over 1%, with the index reaching 7545.12, not too far from the current intra-day record of 7,598.99.

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June 2, 2017

Why collective investments?

Whilst some investors select specific stocks, most investors use collective investment schemes. This makes a lot of sense as it reduces risk for the investor.

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April 10, 2017

Retirement and IHT planning intertwined?

Whilst the start of this tax year sees the new main residence nil rate band (MRNRB) come into effect for inheritance tax (IHT) planning purposes, the recent changes to pension rules have affected the IHT planning world in perhaps a more radical way.

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March 15, 2017

Year-end tax planning

There are still a few weeks to go for year-end tax planning, so here are a few guidelines to help you make any last minute plans.

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March 9, 2017

Tax-free dividend allowance cut – act now

The Chancellor announced in yesterday’s budget that the tax-free dividend allowance will fall from £5,000 to £2,000 a year from April 2018. This means investors should look to act now to make the most of their tax allowances.

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February 23, 2017

Is past performance a useful guide for future returns?

When it comes to investing in funds, looking at past performance data is very alluring and is the starting point for many. Because of this, despite the required disclaimer at the bottom of every piece of investment marketing material, stating that past performance is not a guide to future returns, most investors find it difficult not to rely on it.

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February 16, 2017

VCTs selling out fast

Venture Capital Trusts (VCTs) are continuing to sell well this year, with one selling out within 24 hours, according to last Saturday's Times. The total raised by VCTs in 2016 was £169.5m, well up from the £110.8m in 2015.

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January 21, 2017

Will the FTSE 100 continue to soar?

Friday 13th didn’t prove to be unlucky for the FTSE 100, which reached an all-time high that day, closing at 7,337.81, thus rising for an unequalled 14 consecutive sessions. Since then, the market has fallen back somewhat, leaving investors to ask whether this run can continue or if it has finally run out of steam.

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January 7, 2017

FTSE 100 hits record high for seventh day running

Last night, the FTSE 100 closed with a seventh consecutive all-time high, rising 0.2%, or 14.74 points, to close for the first time ever at over 7,200 (7,210.05). This is approaching the longest run of consecutive closing highs, which was recorded in May 1997, when the FTSE 100 finished at all-time peaks for eight straight sessions. It also represents the fifth straight week of gains.

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News Feed


Royal Mail postal workers begin fresh two-day strike

The action is the latest in a series of walkouts and will affect deliveries of letters and parcels.


Train cancellations: 'Some days I spend more on travel than I earn’

One in every 26 trains has been cancelled this year, which on top of strikes are adding to passengers' woes.