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Don’t rely on that inheritance

As I regularly remind my mother- and father-in-law, 1948 was the luckiest year in which to be born.   According to Prudential, cradle-to-grave NHS care, gold-plated final salary pensions, an unprecedented housing boom and remarkable technological and medical advances have made those reaching the State Retirement Age (65) in 2013 the luckiest generation yet.   On the other hand, their offspring may be left wondering when things will start...

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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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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'...

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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...

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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%...

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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...

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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...

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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...

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