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If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
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Get your home insurance right

Posted on November 26, 2015
in News, Property, Protection
by admin

Effective home insurance is an important part of protecting your family’s finances. We often find clients are under-insured, which means any prudent planning could be undone through events beyond their control.   Part of the problem is that online comparison sites primarily focus on price. That means insurers are incentivised to reduce core levels of cover and exclude any extras, in order to keep headline rates low.   But...

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Beware relying on ‘Death-in-Service’ life assurance

Posted on November 26, 2015
in Corporate Benefits, News, Proper financial planning, Protection, Wills and Trusts
by admin

A relatively sobering conversation recently highlighted the risk of relying on employer-based life assurance (often referred to as “Death-in-Service”).   Most employers offer life cover as a benefit for employees: often a multiple of salary (3 or 4 times being most common). There are a number of benefits of doing it this way, for employees, employers and insurers.   While some cover is better than none, it is worth...

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Enterprise Investment Schemes (EIS) at their most effective

Posted on November 26, 2015
in Inheritance Tax, Investments, News, Pensions, Tax
by admin

As we approach the end of the tax year, Enterprise Investment Schemes (EIS) and “Seed EIS” (SEIS) will be high up the agenda for a number of our clients.   These are high-risk investment vehicles that attract significant tax benefits because they invest in small businesses. The government has repeatedly asserted its commitment to EIS in recent years. While tax avoidance has become a sensitive issue lately,...

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Autumn Statement 2015

Posted on November 26, 2015
in News, Pensions, Property, Tax, The Budget/Autumn Statement
by admin

George Osborne announced his half-yearly Budget yesterday. This is, in fact, his third visit to the despatch box this year after the Budget in April and the Summer Budget in July.   The build-up was very much focused on the continuation of Mr Osborne’s austerity measures. There was plenty of that, as well as a few items that our clients are likely to find interesting.   However, given the...

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Quarterly Private Client Newsletter: November 2015

Posted on November 26, 2015
in Corporate Benefits, Inheritance Tax, Investments, News, Pensions, Proper financial planning, Property, Protection, Tax, The Budget/Autumn Statement
by admin

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   We summarise yesterday's Autumn Statement, we talk about Enterprise Investment Schemes (EIS) and when they seem to make most sense.  Plus we look at a couple of insurance-based topics, including why you need to be careful about relying on employer-based protection cover.    November 2015 KBWM Private Client Newsletter   Don't hesitate to get in touch if you...

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