News & Guides

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.

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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June 27, 2019

Are illiquid funds built on a lie?

The liquidity of investment funds has come into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund.

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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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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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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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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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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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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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News Feed

19/4/2024

Oil price rises as US says Israel has struck Iran

Reports of a retaliatory strike by Israel raise commodity prices and fears over inflation.

News & Views

April 15, 2024

Approaching retirement? How to get your pension in shape first

Five options to consider to help boost your potential retirement income.
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