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Quarterly Private Client Newsletter: February 2016

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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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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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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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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Summary of 2015 Budget

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...

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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...

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Inheritance Tax: an optional tax?

As seen on FT.com   The Tories came under serious fire from Gordon Brown in the final televised debate over their plans to raise the Inheritance Tax threshold to £1 million per person.   On the one hand, IHT is among the most unpopular taxes – perceived as one final opportunity for the government to get its hands on our already-taxed wealth – but on the other hand it...

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Reaction to Budget 2010

Alastair Darling today announced his last Budget before the next general election.  As a result, it was expected to be high on political rhetoric - and it didn't disappoint.  However, at the same time it was low on new measures - which was rather disappointing.   The key points for our Private Clients are outlined below, with some of our initial thoughts.   Overall, the main winners were first-time...

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