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Quarterly Private Client Newsletter: November 2011

Please see below a link to November 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we are very proud to announce that Kennedy Black is completely RDR-ready. If you're not aware of what RDR is and why you should care, then we give you a brief explanation. We also touch on some recent developments in the world of personal finance, including...

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Kennedy Black Wealth Management is RDR Ready!

  Kennedy Black Wealth Management is pleased to announce that it is ready for the Retail Distribution Review, 420 days early.  We are proud that this puts us among the first advisers in the country to be completely prepared.   We are strong supporters of RDR, but in case you're not aware of the new rules, here is a quick summary.   The RDR comes into force on 1st January...

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Quarterly Private Client Newsletter: August 2011

Please see below a link to August 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we continue a theme from the last issue, focusing on our investment beliefs.  This time, it's the Efficient Markets Hypothesis - which has come in for some criticism recently, somewhat unfairly in our view.  We also include a list of ten top tips for tax optimisation...

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How much should I contribute towards a pension?

On a day of public pension strikes, I thought some comments on pensions (especially private vs public) would be a topical subject.   If you are confused as to how much to contribute towards your pension, then you are in the majority. When I was working in the City, I used to think that my employer's contribution (3% of salary) plus a contribution from me (another 3%)...

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Latest Kennedy Black Wealth Management Private Client Newsletter

Please see below a link to May 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we focus on some of the fundamental investment beliefs that we hold here at Kennedy Black Wealth Management, namely that stock picking and market timing are sure-fire ways to erode long-term investment performance.   We have also highlighted a couple of important themes in the protection market which...

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A Guide to Investing for Children

As seen on FT.com   With the Child Trust Fund no longer available to babies born since the start of the year - even children haven't avoided the Age of Austerity - parents looking to save for their children don't have many options at the moment.  A "Junior ISA" has been promised, but isn't expected until later in 2011.  Yet the Child Trust Fund had its limitations...

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Latest Kennedy Black Wealth Management Quarterly Private Client Newsletter

Please see below a link to February 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we focus on some year end tax planning topics such as ISAs and Capital Gains Tax planning.  The first article outlines how stocks and shares ISAs are almost as tax efficient as pensions - and since we all should recognise the tax benefits of pensions, perhaps...

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