As the first Budget from a majority Conservative government since 1996, this was always likely to be an interesting exercise. Buy-to-Let properties: For a lot of our clients, the biggest bombshell relates to the tax relief on Buy-to-Let mortgage interest payments. This will be restricted to basic-rate income tax, phased in over a period of four years starting in April 2017. This continues what we perceive...
Read MoreView image | gettyimages.com This was touted as the 'most political' Budget in years, and it didn't disappoint on that front. Stronger growth and falling unemployment proved too good an opportunity for the Chancellor to miss. In fact, what that meant for the poor viewers was more than 30 minutes of economic 'preamble' as an introduction to one of the longest Budgets that I can remember (at more than...
Read More
RECENTLY UPDATED: to 31/12/2014 Please see below the updated performance figures for three of our risk-rated model portfolios. These model portfolios typically form the cornerstone of our clients' investment portfolios. We will continue to update this information on a half-yearly basis. We compare performance against what we consider to be the leading industry benchmarks with comparable risk profiles. If you would like to find out how your own investments have...
Read MoreWelcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter. In this edition we focus on some important pension changes that are coming into force in April. If you have built up pension pots with a total value of £500k or more, we would urge you to get in touch immediately. Some action may be required before 5th April. We are also pleased to update the performance of...
Read MoreWelcome to the latest edition of our Private Client Newsletter We focus on a couple of important topics in this edition. First, why we have concerns about equity income investing. And secondly, how simple retirement planning can be (very) good for your wealth. Furthermore, we continue our series on Behavioural Investing, focusing on the oft-misunderstood concept of 'Mental Accounting'. October 2013 KBWM Private Client Newsletter (requires Adobe Reader) We hope...
Read MoreBen was recently interviewed by Morningstar to talk about how technology supports the Kennedy Black Wealth Management client service. ...
Read MoreI'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...
Read More
We're very pleased to post the below video, where Ben discusses investment platforms with Jun Merrett at Citywire. ...
Read MorePlease 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...
Read MorePlease 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...
Read More