Kellands - Hale

Kellands - Hale We are award-winning Chartered Financial Planners providing financial solutions for our clients in t

Nearly half of UK adults feel their retirement is shaped by forces outside their control. A clear plan, a diversified po...
22/07/2026

Nearly half of UK adults feel their retirement is shaped by forces outside their control. A clear plan, a diversified portfolio and cashflow modelling can help you take that control back. https://sees.ovh/wfZpf

Talking about money and death isn’t fun — but not talking could cost your family thousands in inheritance tax. Starting ...
21/07/2026

Talking about money and death isn’t fun — but not talking could cost your family thousands in inheritance tax. Starting the conversation early matters. https://sees.ovh/Jefll

From April 2027, pension wealth could become subject to Inheritance Tax for many families. Our free guide explains what'...
20/07/2026

From April 2027, pension wealth could become subject to Inheritance Tax for many families. Our free guide explains what's changing, who may be affected and what steps could be worth considering. https://sees.ovh/LBUXe

We’re living longer — but are we planning smarter? Discover how to protect your finances and choices with our free Later...
17/07/2026

We’re living longer — but are we planning smarter? Discover how to protect your finances and choices with our free Later Life Care Guide. https://sees.ovh/MXcYT

What would happen to your finances if you suddenly couldn’t make decisions? With healthy life expectancy in the UK now u...
16/07/2026

What would happen to your finances if you suddenly couldn’t make decisions? With healthy life expectancy in the UK now under 61, it’s more important than ever to have a Property and Financial Affairs LPA in place. https://sees.ovh/VPsai

CGT investigations are rising — but with the right planning, they’re avoidable. If you’re unsure whether a sale triggers...
15/07/2026

CGT investigations are rising — but with the right planning, they’re avoidable. If you’re unsure whether a sale triggers capital gains tax, or you want to make sure your reporting is correct, professional advice can save you stress & money https://sees.ovh/TslkV

14/07/2026

Only 28% of cohabiting couples plan for retirement together. With fewer legal protections, joint planning matters.

Only 28 per cent of cohabiting couples plan for retirement together, compared to more than half of married couples and civil partners, research from Scottish Widows has revealed.

Significant changes to Inheritance Tax rules are coming in April 2027, with many pensions set to be included in estates ...
13/07/2026

Significant changes to Inheritance Tax rules are coming in April 2027, with many pensions set to be included in estates for IHT purposes. Could your family be affected? Download our free guide to learn more. https://sees.ovh/LBUXe

Prices have risen 42% since 2020, according to the latest RPI analysis — a huge challenge for retirees who don’t benefit...
10/07/2026

Prices have risen 42% since 2020, according to the latest RPI analysis — a huge challenge for retirees who don’t benefit from wage growth. Inflation linked income matters more than ever.

After many years of relatively modest price rises, inflationary pressures have been a defining feature of the 2020s. Prices have risen by 42% since 2020,

From April 2027, DC pensions will count towards your estate for IHT. For remarried parents, the wrong nomination could u...
09/07/2026

From April 2027, DC pensions will count towards your estate for IHT. For remarried parents, the wrong nomination could unintentionally cut children out. Review your wishes now.

With pensions set to attract inheritance tax (IHT) from April, some families will need to plan carefully to avoid unintended disinheritance

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