Kennedy Black Wealth Management - IFA in London

Quarterly Private Client Newsletter: August 2011

Posted on August 17, 2011

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...

Latest Kennedy Black Wealth Management Private Client Newsletter

Posted on May 31, 2011

in Investments, News, Protection

by admin

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...

A Guide to Investing for Children

Posted on February 23, 2011

in Investments, News

by admin

As seen on FT.com With the Child Trust Fund no longer available to babies born since the start of the year - even children haven't avoided the Age of Austerity - parents looking to save for their children don't have many options at the moment. A "Junior ISA" has been promised, but isn't expected until later in 2011. Yet the Child Trust Fund had its limitations...

Latest Kennedy Black Wealth Management Quarterly Private Client Newsletter

Posted on February 22, 2011

in CGT, Investments, News, Pensions, Tax

by admin

Please see below a link to February 2011's Quarterly Private Client Newsletter from Kennedy Black Wealth Management. In this edition, we focus on some year end tax planning topics such as ISAs and Capital Gains Tax planning. The first article outlines how stocks and shares ISAs are almost as tax efficient as pensions - and since we all should recognise the tax benefits of pensions, perhaps...

Latest Kennedy Black Wealth Management Quarterly Private Client Newsletter

Posted on November 5, 2010

in Investments, Miscellaneous, News

by admin

Please see below a link to the latest Kennedy Black Wealth Management Quarterly Private Client Newsletter. In this edition, we focus on one of our favourite pet topics - Behavioural Finance, and how to beat it (well, perhaps that should be "how to identify it"). We could go on for days, but fortunately (for you) we're limited by space here! If it's something you'd be...

Reaction to BBC Panorama programme on pensions last night

Posted on October 5, 2010

in Investments, News, Pensions

by admin

I'm very pleased to see lots of focus on pensions by the BBC at the moment. First Newsnight, now Panorama. Some initial thoughts on last night's Panorama programme. Firstly, the positives: They are right to name and shame pension providers for high charges (for the record, HSBC, Co-op and L&G were the three worst offenders); They were also VERY right to focus on fund rebates as a...

Latest Kennedy Black Quarterly Private Client Newsletter

Posted on August 11, 2010

in Investments, News, Pensions, Tax

by admin

Please see below a link to the August edition of our Quarterly Private Client Newsletter. Now that the Budgets are out of the way, I've decided to shift from focusing on tax changes to focusing on some investment-based topics. I have tried to contribute to the active versus passive investment debate, and have included some rules of thumb when it comes to saving towards your...

Latest Kennedy Black Quarterly Private Client Newsletter

Posted on May 11, 2010

in Investments, News, Pensions, Tax

by admin

We are pleased to publish the latest edition of our Quarterly Private Client Newsletter. We continue one of the themes of the last edition (available below), namely the tax changes coming in for high earners. Furthermore, there's a bit more in relation to investments with a focus on Structured Products as well as a quick introduction to Self-Invested Personal Pensions ("SIPPs"). We also continue the...

Reaction to Budget 2010

Posted on March 24, 2010

in CGT, Inheritance Tax, Investments, Mortgages, News, Pensions, Tax

by admin

Alastair Darling today announced his last Budget before the next general election. As a result, it was expected to be high on political rhetoric - and it didn't disappoint. However, at the same time it was low on new measures - which was rather disappointing. The key points for our Private Clients are outlined below, with some of our initial thoughts. Overall, the main winners were first-time...

Kennedy Black launches Quarterly Private Client Newsletter

Posted on February 2, 2010

in CGT, Investments, News, Pensions, Tax

by admin

As part of our ongoing commitment to our clients, Kennedy Black has launched a Quarterly Private Client Newsletter which will cover a whole range of topical personal finance stories. This month, we start by focusing on the numerous and important changes that will occur at the end of this tax year, and the actions that need to be taken. We also start a series of...

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