Many of our clients have now received their April Statement from Nucleus and may find the latest Market Update useful.
We've decided to start a blog! Our marketing team explained that it would be the best way to keep you informed. Here we share recent news and comment on investment matters, retirement planning, business related issues and generally what we're up to at Kelsall Steele Investment Services. Check back regularly for our most recent posts or subscribe here for updates directly to your inbox.
Couples could now save an extra £20,000 of inheritance tax (IHT), as the residence nil rate band (RNRB) increased in April 2018.
There are advantages to planning your ISA investments around the start of the tax year.
Investors and their advisers should start to turn
their focus to the end of the tax year on 5 April.
This is the time of year to review your pension contributions.