Kellands - Gloucester

22/07/2026

From April 2027, unused pensions will count towards inheritance tax — pulling more families into the IHT net. Are your plans ready for the change?

Thousands more estates will be dragged into paying inheritance tax from April 2027 due to changes around pension rules – here’s what you need to know to prepare

21/07/2026

The biggest risk of the upcoming ISA reforms isn’t the tax — it’s behaviour. Nervous savers may delay investing even longer. Confidence builds investors, not complexity.

Last month, the government introduced further changes to the UK’s Isa regime. From April 6 2027, savers who hold cash inside a stocks-and-shares Isa will be subject to a flat 22 per cent tax charge on any interest that cash earns.

20/07/2026

Photos, emails, crypto, cloud storage… your digital footprint is bigger than you think. Our new article explains how to protect it properly in your Will. https://sees.ovh/dMOFp

17/07/2026

Successful investing isn't about predicting tomorrow's markets – it's about following timeless principles that have stood the test of time. Discover 10 proven ways to stay focused and build long-term wealth. https://sees.ovh/aAXVV

16/07/2026

New data shows the five biggest US stocks now carry the same index weight as five entire countries. Market concentration isn’t just a US problem — it’s gone global. https://sees.ovh/tBRnF

15/07/2026

One in five UK adults are quietly relying on an inheritance to fund retirement — but almost half haven’t discussed it with family. The average “expected” inheritance? £56,535. The risk of planning on money that may never arrive is huge. https://sees.ovh/WPDJy

14/07/2026

Sir Steve Webb warns scrapping the triple lock now could trigger a “retirement disaster”. The debate isn’t simple — and the stakes are huge. Will the new prime minister break a manifesto promise?

As fresh forecasts show the cost of the state pension will continue to spiral in the absence of reform, the prime minister-elect is being urged to break a key manifesto promise.

13/07/2026

A quarter of over 55s have never discussed inheritance with their family. Silence is often the biggest cause of conflict. Professional advice can help explain decisions and reduce the likelihood of friction.

Almost two-thirds of over-55s have witnessed family conflict over inheritance, with Wales well above the national average, research from Mattioli Woods has revealed.

10/07/2026

Government data shows women approaching retirement have a 48% gap in their pension pot compared to men. But there are steps women can take now to boost long term security.

Taking time off to have and raise a child, being on a lower income or working part-time can damage your odds of a comfortable retirement. Here's how to take action now.

09/07/2026

With unused pensions set to fall into the IHT net from 2027, fraudsters are already circling. 1 in 5 people feel less confident about pensions — and scammers love uncertainty. Stay alert – get proper financial advice.

[SPONSORED CONTENT] Upcoming changes to the inheritance tax (IHT) treatment of pensions could create new opportunities for fraudsters, as uncertainty pushes savers to reassess their retirement and estate planning decisions. From April 2027, unused pension funds will be brought within the scope of in...