Kennedy Black Wealth Management - IFA in London

An extra £250,000 ISA allowance?

Posted on February 24, 2016

April heralds a number of major changes to tax and pension rules (as outlined in previous editions of this newsletter). One, that has so far avoided most of the headlines, is the change to the taxation of dividends and the introduction of a new dividend allowance. From April, everyone will be able to receive £5,000 of dividends without incurring any extra income tax. In the right circumstances,...

What constitutes GOOD ADVICE?

Posted on December 16, 2014

in News, Uncategorised

by admin

Two interesting meetings recently have touched on similar points, and I felt that the answer was important enough to warrant a more detailed explanation on our website. These conversations boiled down to the same two questions: What is advice? And is it worth paying for? Both conversations were with new clients where the starting point was an investment portfolio. And in both cases the conversation moved onto...

Quarterly Private Client Newsletter: December 2013

Posted on December 11, 2013

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by admin

Enclosed below is a link to the final edition of the year of our Private Client Newsletter. This includes the very exciting news that we have recently been short-listed for another Money Marketing Award - the second time in three years. This time it is for Best Use of Technology by an Adviser for our leading INTELLIGENT WEALTH MAP™ financial planning tool and Titanium investment reports - both of...

Don’t rely on that inheritance

Posted on June 27, 2013

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by admin

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...

Quarterly Private Client Newsletter: March 2013

Posted on March 7, 2013

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by admin

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...

100% Client Satisfaction – Client Survey Results

Posted on December 3, 2012

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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%...

Kennedy Black Wealth Management featured in City A.M.

Posted on September 6, 2012

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We're pleased to report that Kennedy Black Wealth Management has once again featured in City A.M, this time offering guidance to investment newbies. It's particularly nice to see us get top billing above some big names in the industry. ...

Quarterly Private Client Newsletter: August 2012

Posted on August 21, 2012

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by admin

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...

New pension rules just announced

Posted on October 14, 2010

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by admin

The Coalition government has this morning announced the changes to pension legislation that were first contemplated in June's Budget. To summarise, from April 2011 the Annual Allowance will reduce from £255,000 to £50,000. This is the most an individual can put into a pension in any tax year and get full tax relief. Furthermore, from April 2012 the Lifetime Allowance will reduce from £1.8m to £1.5m....

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