Understanding our IHT Liability

“We are totally at ease with Kelsall Steele Investment Services handling all of our financial affairs. They give us confidence that we are receiving solid, professional advice, at all times whatever our circumstances may be. Their collaborative approach, which involved referring us to their sister company of Chartered Accountants, ensured all aspects were considered. They […]

Supporting our employees

“We thoroughly recommend Kelsall Steele Investment Services. Our adviser displayed in-depth knowledge and provides a stellar service. From the start they provided invaluable technical guidance and support, helping us to facilitate a pension and employee benefits scheme for our company, with ongoing support and reviews on a regular basis.” Truro, Corporate Client We needed to […]

2021: six months down…

News and newsletter

The first six months of 2021 have been rewarding for investors, but the next six are uncertain. The first half of 2021 was a much less traumatic ride for investors than the first half of 2020. With hindsight, last November’s Pfizer/BioNTech vaccine breakthrough announcement gave investment markets a fresh momentum that continued through the first […]

The £9 billion Child Trust Funds backwater

Over £9 billion was invested in Child Trust Funds (CTFs) as of April 2020, according to new HMRC data. If you have a child or grandchild born between 1 September 2002 and 2 January 2011, they were almost certainly the beneficiary of a government payment – either £250 or £500 – into a CTF. The […]

National savings goes green

National Savings & Investments has announced details of a new green savings product. One of the small surprises in March’s Budget was the announcement that National Savings & Investments (NS&I) would be launching “a new, retail savings product to give all United Kingdom savers the chance to support green projects”. No further information was given […]

Focus on tax year-end planning

With Christmas and New Year behind us, tax year-end planning should now be on your radar. The 2021/22 tax year will end on Tuesday 5 April. This year there is no Spring Budget and Easter arrives on 15 April, so no obstacles stand in the way of year-end tax planning. Nevertheless, the sooner you start […]

2021 investment wrap-up

News and newsletter

The world’s share markets generally produced solid returns in 2021, but UK stocks and fixed-interest investments suffered. Maintaining an international outlook in your portfolio can help underpin its value. 2021 was a good year for most investors in share-based funds, particularly those who had holdings linked to the US market. Despite the optimism around the […]