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

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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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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Quarterly Private Client Newsletter: May 2015

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   In this edition we are delighted to be able to announce the launch of our brand new in-house will-writing service. After endless meetings with clients trying to drill home the importance of having a Will, we have decided to take matters into our own hands.   And we wouldn’t want to starve your thirst for pension...

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Quarterly Private Client Newsletter: December 2014

Welcome to the twentieth edition of the Kennedy Black Quarterly Private Client Newsletter.   In this edition, we focus on why proper financial planning is important and worth paying for.   This month has also seen George Osborne's Autumn Statement, which we summarise briefly.   Finally, we include the tenth and final 'irrational behaviour' in our series, wrapping things up with perhaps the most duplicitous of all: Hindsight Bias.    December 2014 KBWM...

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Quarterly Private Client Newsletter: June 2014

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.   This edition is 100% pension-focused, now that the dust has settled on some ground-breaking changes in the Budget (apologies in advance if we get a bit excited about pensions).   We give a quick no-jargon explanation of how pensions currently work, what the changes are and, now that some time has passed since it was...

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Quarterly Private Client Newsletter: October 2013

Welcome to the latest edition of our Private Client Newsletter   We focus on a couple of important topics in this edition.  First, why we have concerns about equity income investing.  And secondly, how simple retirement planning can be (very) good for your wealth.   Furthermore, we continue our series on Behavioural Investing, focusing on the oft-misunderstood concept of 'Mental Accounting'.   October 2013 KBWM Private Client Newsletter (requires Adobe Reader)   We hope...

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Quarterly Private Client Newsletter: June 2013

I'm pleased to publish the latest edition of our Private Client Newsletter.   With great pleasure, we launch a brand new comprehensive financial planning service in this edition - one that is unique to Kennedy Black Wealth Management: the INTELLIGENT WEALTH MAP™.  This new service will help us deliver deeper, more relevant financial advice to our clients - yet still maintaining the highest level of independence and...

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