Kennedy Black Wealth Management - IFA in London

Quarterly Private Client Newsletter: November 2015

Posted on November 26, 2015

in Corporate Benefits, Inheritance Tax, Investments, News, Pensions, Proper financial planning, Property, Protection, Tax, The Budget/Autumn Statement

by admin

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...

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

Posted on August 13, 2015

in Investments, News

by admin

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...

Our Awards and Achievements

Posted on July 8, 2015

in Awards, Environment, News, Proper financial planning

by admin

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...

Summer Budget 2015

Posted on July 8, 2015

in Investments, News, Pensions, Property, Tax, The Budget/Autumn Statement, Wills and Trusts

by admin

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...

Brand new in-house Wills and Trusts service

Posted on May 28, 2015

in Inheritance Tax, News, Wills and Trusts

by admin

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...

Quarterly Private Client Newsletter: May 2015

Posted on May 28, 2015

in Inheritance Tax, News, Pensions, Proper financial planning, Property, Tax, Wills and Trusts

by admin

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...

Ros Altmann: The New Pensions Minister

Posted on May 28, 2015

in News, Pensions, Tax

by admin

The election took most people by surprise, not least Baroness Ros Altmann who was swiftly invited to the post of Pensions Minister. Baroness Altmann is a well-known figure in the pension community and the industry broadly applauded the appointment. It is good to see someone with direct pensions experience given responsibility for our ever- more-complex pensions system. It is also encouraging to note that Baroness Altmann agrees with our...

Summary of 2015 Budget

Posted on March 18, 2015

in Inheritance Tax, Investments, News, Pensions, Tax, The Budget/Autumn Statement

by admin

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...

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

Posted on February 3, 2015

in Investments

by admin

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...

What constitutes GOOD ADVICE?

Posted on December 16, 2014

in News, Uncategorised

by admin

Two interesting meetings recently have touched on similar points, and I felt that the answer was important enough to warrant a more detailed explanation on our website. These conversations boiled down to the same two questions: What is advice? And is it worth paying for? Both conversations were with new clients where the starting point was an investment portfolio. And in both cases the conversation moved onto...

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