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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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Get your home insurance right

Effective home insurance is an important part of protecting your family’s finances. We often find clients are under-insured, which means any prudent planning could be undone through events beyond their control.   Part of the problem is that online comparison sites primarily focus on price. That means insurers are incentivised to reduce core levels of cover and exclude any extras, in order to keep headline rates low.   But...

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

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

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: 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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Latest Kennedy Black Wealth Management Private Client Newsletter

Please see below a link to May 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management.   In this edition, we focus on some of the fundamental investment beliefs that we hold here at Kennedy Black Wealth Management, namely that stock picking and market timing are sure-fire ways to erode long-term investment performance.   We have also highlighted a couple of important themes in the protection market which...

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Do you need life assurance?

On Monday, Swiss Re published its annual European Insurance Report, highlighting a worrying EUR 10 trillion gap in life assurance across Europe.  The UK ranks third worst in terms of consumer protection in the event of death or serious illness (behind Germany and Sweden).  Worryingly, only 11% of Europeans believe themselves to be 'financially well positioned' if they die or suffer long-term illness or disability,...

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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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