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Kellands - Bristol We are independent financial planners aiming to provide you and your business with quality financial advice on investments, pensions, protection and mortgages

More women are inheriting and managing wealth, yet 41% say they would feel uncomfortable managing finances alone followi...
21/10/2026

More women are inheriting and managing wealth, yet 41% say they would feel uncomfortable managing finances alone following the loss of a partner. A reminder of the value of inclusive financial planning.

More than two in five (41 per cent) women do not agree that they would feel comfortable managing their finances if their partner died, research from LV has revealed.

Retirement planning isn't just about pensions. It's about making sure you and your partner share the same vision for the...
20/10/2026

Retirement planning isn't just about pensions. It's about making sure you and your partner share the same vision for the future. From retirement dates to income planning, communication is key. https://tinyurl.com/5fs2xwkw

Reports suggest the Chancellor has ruled out a significant increase to Capital Gains Tax. So what alternatives could be ...
19/10/2026

Reports suggest the Chancellor has ruled out a significant increase to Capital Gains Tax. So what alternatives could be considered instead, and what might they mean for your finances?

The chancellor has resisted the nuclear option, but his recent comments suggest CGT reform isn’t off the table on 28 October, writes Craig Rickman.

16/10/2026

If income tax, National Insurance and VAT stay unchanged, where could the Autumn Budget raise revenue instead. Capital gains tax, property taxes and wealth taxation are all being discussed ahead of the Chancellor's statement.

New prime minister Andy Burnham said he will not raise income tax, national insurance, or VAT. But what other taxes could new chancellor John Healey target?

“Act now — limited time only!” If you hear this about your pension, step back. High pressure tactics are a major red fla...
15/10/2026

“Act now — limited time only!” If you hear this about your pension, step back. High pressure tactics are a major red flag. Learn how to protect your retirement wealth. https://sees.ovh/GAxuF

Over the next 30 years, £5.5tn is set to pass down the generations. Talking about money early could matter more than the...
14/10/2026

Over the next 30 years, £5.5tn is set to pass down the generations. Talking about money early could matter more than the inheritance itself. https://sees.ovh/QaFXz

Without a Will, intestacy rules decide who inherits — not you. A Will protects your loved ones and gives you full contro...
13/10/2026

Without a Will, intestacy rules decide who inherits — not you. A Will protects your loved ones and gives you full control. Read why keeping your will up to date matters. https://sees.ovh/IbTTU

12/10/2026

Is a rise in the personal allowance to £15,000 back on the table? It could be one of the few “sweeteners” in a tough Autumn Budget — but experts warn the benefit may be smaller than it sounds.

Prime Minister Andy Burnham is reportedly considering a tax giveaway ahead of a difficult Autumn Budget.

09/10/2026

Pensions dashboards are finally on the way — and they could transform how you see your retirement savings. Clear, simple, all in one place – but how will they work?

The project promises to transform how workers interact with their retirement savings and could go live next year. Rachel Lacey has the details.

Many families gift money to help children or grandchildren — but few realise that regular gifts made from surplus income...
08/10/2026

Many families gift money to help children or grandchildren — but few realise that regular gifts made from surplus income can be immediately exempt from Inheritance Tax. Read how to do it. https://sees.ovh/LqrHl

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