CONTACT
If you would like to discuss any aspect of your financial arrangements, please do not hesitate to contact us on the details below:
+44 (0) 20 7125 0224  |  CALL
enquiries@kennedyblack.com
 

Get your home insurance right

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

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

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

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

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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Our Awards and Achievements

We are immensely proud of our achievements at Kennedy Black Wealth Management.  Not least:   We are proud to have achieved Chartered Financial Planning firm status in 2015;   "HIGHLY COMMENDED" (i.e. Runner-Up): Investment Adviser of the Year 2017 at the Moneyfacts Investment Life & Pension Awards, from a shortlist of ten of the most highly respected advisory firms in the UK;   In 2019, we wee also delighted to...

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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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Brand new in-house Wills and Trusts service

Today we are delighted to launch our brand new, in-house Wills and Trusts service.   HAVE YOU GOT A WILL?   Having reflected on many client meetings over the past couple of years, it has become clear that Wills are an important but often neglected task that can remain overlooked.   One of our most important roles at Kennedy Black is to make our clients’ lives easier. Hence, we are delighted to...

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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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