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 and potentially money-saving topics in the newsletter: not least the upcoming changes to the way dividends are taxed in the UK. We illustrate how this means that up to £250,000 could be sheltered immediately in a way that is as tax efficient as an ISA. We will be in touch with existing clients shortly about fine-tuning their portfolios in a manner that could save up to £1,000 a year in tax.

 

We touch on the recent market jitters and why we focus, not on how to reposition investments, but on how to help our clients keep their heads while all around are losing theirs.

 

 February 2016 KBWM Private Client Newsletter

 

As ever, please do not hesitate to get in touch if there’s anything you’d like to discuss, particularly as we get closer to the end of the tax year and some potentially dramatic changes to pension legislation.