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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:
+44 (0) 20 7125 0224  |  CALL
enquiries@kennedyblack.com
 

Quarterly Private Client Newsletter: February 2016

Posted on February 24, 2016
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.   First off, we are delighted to be able to say that Kennedy Black Wealth Management recently won not one but two prestigious awards: Boutique Wealth Management Firm of the Year and Financial Planning Product of the Year (for our INTELLIGENT WEALTH MAP planning tool).   As well as that announcement, we also cover a few interesting...

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Beware relying on ‘Death-in-Service’ life assurance

Posted on November 26, 2015
in Corporate Benefits, News, Proper financial planning, Protection, Wills and Trusts
by admin

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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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...

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Quarterly Private Client Newsletter: May 2012

Posted on May 24, 2012
in Corporate Benefits, Miscellaneous, Mortgages, News, Pensions
by admin

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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Pension Auto-Enrolment (and NEST) – what it means for employers

Posted on November 4, 2010
in Corporate Benefits, News, Pensions
by admin

In what could be the most revolutionary changes to pension legislation in decades, the Department of Work and Pensions ("DWP") has recently published "Making Automatic Enrolment Work" (October 2010), a review into two new proposals: Auto-enrolment and NEST (short for "National Employment Savings Trust").  For employers, the implications are significant so here is a summary of what has been proposed and what it means.   Firstly, from...

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Kennedy Black Wealth Management Ltd is a Chartered Financial Planning firm and an appointed representative of pi financial ltd which is authorised and regulated by the Financial Conduct Authority. pi financial ltd is registered in England, registered number 3556277, registered office Morfe House, Belle Vue Road, Shrewsbury SY3 7LU. Kennedy Black Wealth Management Ltd is registered in England and Wales, registered number is 07002559, registered office 1 Fore Street Avenue, London EC2Y 9DT. Sitemap | Privacy The company FCA reference number is 509644. This can be verified at the FCA Register