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The Six Rules of Asset Bubbles

As the price of one Bitcoin soared past $7,000 yesterday evening, we thought we should dig out the following article from of the archives (originally posted in December 2013) to maintain some perspective. It is our slightly contrarian approach to asset bubbles:   The Six Rules of Asset Bubbles Asset bubbles are highly topical at the moment with bubbles supposedly developing in London property, contemporary art and US...

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Finalist for Moneyfacts ‘Investment Adviser of the Year’ 2017

I am delighted to say that we have once again been short-listed for the prestigious Moneyfacts Investment Adviser of the Year award for 2017. We were last short-listed for the exact same award in 2015. This is a national award and other firms on the short list include firms considerably larger than ours, like Hargreaves Lansdown and Tilneys. Please wish us luck in this David-versus-Goliath encounter....

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Quarterly Private Client Newsletter: February 2016

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   First off, we are delighted to be able to say that Kennedy Black Wealth Management recently won not one but two prestigious awards: Boutique Wealth Management Firm of the Year and Financial Planning Product of the Year (for our INTELLIGENT WEALTH MAP planning tool).   As well as that announcement, we also cover a few interesting...

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Enterprise Investment Schemes (EIS) at their most effective

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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Quarterly Private Client Newsletter: November 2015

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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KBWM Model Portfolios – investment performance report (to 30th June 2015)

RECENTLY UPDATED: to 30/06/2015   Please see below the updated performance figures for three of our risk-rated model portfolios. These model portfolios typically form the cornerstone of our client's investment portfolios.   We will continue to update this information on a half-yearly basis.   We compare performance against what we consider to be the leading industry benchmarks with comparable risk profiles.   If you would like to find out how your own investments have...

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Summer Budget 2015

As the first Budget from a majority Conservative government since 1996, this was always likely to be an interesting exercise. Buy-to-Let properties: For a lot of our clients, the biggest bombshell relates to the tax relief on Buy-to-Let mortgage interest payments. This will be restricted to basic-rate income tax, phased in over a period of four years starting in April 2017. This continues what we perceive...

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Summary of 2015 Budget

View image | gettyimages.com This was touted as the 'most political' Budget in years, and it didn't disappoint on that front. Stronger growth and falling unemployment proved too good an opportunity for the Chancellor to miss.   In fact, what that meant for the poor viewers was more than 30 minutes of economic 'preamble' as an introduction to one of the longest Budgets that I can remember (at more than...

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KBWM Model Portfolios – investment performance report (to 31st December 2014)

RECENTLY UPDATED: to 31/12/2014   Please see below the updated performance figures for three of our risk-rated model portfolios. These model portfolios typically form the cornerstone of our clients' investment portfolios.   We will continue to update this information on a half-yearly basis.   We compare performance against what we consider to be the leading industry benchmarks with comparable risk profiles.   If you would like to find out how your own investments have...

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