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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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100% Client Satisfaction – Client Survey Results

We recently undertook a Client Satisfaction Survey, polling existing clients about how they perceive our service.  We are pleased to publish the results in full:   1. How satisfied are you with the level of service provided by KBWM? 100% said "extremely satisfied" or "very satisfied."   2. Compared to other financial advisers, is our service better, worse, or about the same? 70% said "much better." 10% said "somewhat better" while 10%...

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Quarterly Private Client Newsletter: November 2012

I'm pleased to publish the latest edition of our Private Client Newsletter, including a first look at the results of our client survey which was carried out last month. The full breakdown of responses should feature on our blog soon, including some testimonials, but we have included a quick preview in this newsletter.   November 2012 KBWM Private Client Newsletter (requires Adobe Reader)   As well as the client satisfaction...

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Quarterly Private Client Newsletter: August 2012

I am delighted to attach below the link to our latest Private Client Newsletter, inspired by those wonderful men and women of Team GB.  We hope it makes up for those, like us, suffering from the post-Olympic blues.   August 2012 KBWM Private Client Newsletter (requires Adobe Reader)   As we explain, we hope that a bit of Olympic inspiration might help you achieve your long-term goals. As Team GB...

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HMT Consultation Paper – New Tax Rules for Residential Properties over £2m

HM Treasury has recently published its Consultation Paper on the new property taxes first outlined in the Budget earlier this year.   See below a brief overview of the main suggestions.  The consultation period runs until 23 August. Since the Budget in March, Stamp Duty Land Tax of 15% already applies to new purchases above £2m in value by "certain non-natural persons"; It is also proposed that...

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Quarterly Private Client Newsletter: May 2012

Please see below a link to May 2012's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we address one of the furthest-reaching changes to pensions legislation in a generation: Auto Enrolment.  These new rules will force employers to offer contributory pensions to their employees.  Great news from a retirement planning perspective (since people are still doing far too little), but potentially disastrous...

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Japanese Knotweed in Islington – the mortgage perspective

A recent Islington mortgage case I worked on has highlighted two words that should strike fear into any homebuyer or homeowner: Japanese Knotweed.   It might sound exotic, it might even look quite pretty. But beware, this is no trivial matter. In fact, having spoken to a number of experts, it definitely sounds more 'Triffid' than 'trivial'.   The problem is that this is a very aggressive plant, growing at...

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Budget 2012 Summary

Much like last year, the weather has been very kind to George Osborne on Budget Day.   Please find below an brief overview of the main points, with some thoughts and opinion thrown in. Hope it's useful.   Like the weather, the overall message this year was much the same as last year. While austerity remains the order of the day, I can't help but think that there was...

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Quarterly Private Client Newsletter: February 2012

Please see below a link to February 2012's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we are pleased to recap on some prestigious recognition that we've received over the past three months. We are also pleased to report that we are expanding and would like to welcome Cathi Harrison to the team. Cathi is a highly qualified paraplanner and will work...

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