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
 

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...

Read More

Summary of 2013 Budget

Another year, another austere Budget.   As usual, I'm pleased to provide the following overview of the main points, with some thoughts and balanced opinions thrown in.   Overall, the headline figures (growth, deficit, borrowing) were as bad or bleaker than previously hoped, but I don't think anyone's surprised by that.   Here are some of the main points (in no particular order): - Help for small businesses: a new 'Employment Allowance'...

Read More

Quarterly Private Client Newsletter: March 2013

I'm pleased to publish the latest edition of our Private Client Newsletter, incorporating some important tax planning ideas for the end of the tax year.   We also try to illustrate yet more short-comings from active fund managers, most of whom appear to have been taken by surprise by the strongest start to the year for stocks since the 1980s. If the professionals can't get it right, we'd...

Read More

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%...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More