Kennedy Black Wealth Management

Quarterly Private Client Newsletter: August 2012

Posted on August 21, 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...

HMT Consultation Paper – New Tax Rules for Residential Properties over £2m

Posted on June 6, 2012

in CGT, News, Property, Tax

by admin

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...

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...

Japanese Knotweed in Islington – the mortgage perspective

Posted on May 4, 2012

in Mortgages, News, Property

by admin

A recent Islington mortgage case I worked on has highlighted two words that should strike fear into any homebuyer or homeowner: Japanese Knotweed. It might sound exotic, it might even look quite pretty. But beware, this is no trivial matter. In fact, having spoken to a number of experts, it definitely sounds more 'Triffid' than 'trivial'. The problem is that this is a very aggressive plant, growing at...

Budget 2012 Summary

Posted on March 21, 2012

in CGT, News, Property, Tax

by admin

Much like last year, the weather has been very kind to George Osborne on Budget Day. Please find below an brief overview of the main points, with some thoughts and opinion thrown in. Hope it's useful. Like the weather, the overall message this year was much the same as last year. While austerity remains the order of the day, I can't help but think that there was...

Quarterly Private Client Newsletter: February 2012

Posted on February 15, 2012

in CGT, Investments, News, Pensions, Tax

by admin

Please see below a link to February 2012's Quarterly Private Client Newsletter from Kennedy Black Wealth Management. In this edition, we are pleased to recap on some prestigious recognition that we've received over the past three months. We are also pleased to report that we are expanding and would like to welcome Cathi Harrison to the team. Cathi is a highly qualified paraplanner and will work...

Kennedy Black Wealth Management has been short-listed for Small Company IFA of the Year

Posted on January 6, 2012

in Awards, News

by admin

We are very excited to inform you that Kennedy Black Wealth Management has been short-listed for Small Company IFA of the Year at the prestigious Money Marketing Awards for 2012. This is a national award in its 22nd year. We are down to the final six candidates, with the winner being announced in March. Not only that but our network, pi financial (the lovely people who...

Quarterly Private Client Newsletter: November 2011

Posted on November 28, 2011

in Investments, Miscellaneous, News

by admin

Please see below a link to November 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management. In this edition, we are very proud to announce that Kennedy Black is completely RDR-ready. If you're not aware of what RDR is and why you should care, then we give you a brief explanation. We also touch on some recent developments in the world of personal finance, including...

Kennedy Black Wealth Management is RDR Ready!

Posted on November 10, 2011

in Miscellaneous, News

by admin

Kennedy Black Wealth Management is pleased to announce that it is ready for the Retail Distribution Review, 420 days early. We are proud that this puts us among the first advisers in the country to be completely prepared. We are strong supporters of RDR, but in case you're not aware of the new rules, here is a quick summary. The RDR comes into force on 1st January...

Quarterly Private Client Newsletter: August 2011

Posted on August 17, 2011

in Investments, News, Tax

by admin

Please see below a link to August 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management. In this edition, we continue a theme from the last issue, focusing on our investment beliefs. This time, it's the Efficient Markets Hypothesis - which has come in for some criticism recently, somewhat unfairly in our view. We also include a list of ten top tips for tax optimisation...

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