KBA FS Ltd

31 Lord Street, WN7 1AB

4.8 12 reviews

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31 Lord Street, WN7 1AB

Latest news from KBA FS Ltd

KBA company news – here’s your latest update from the KBA team

8th April 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. Not to gloat, but this month all our Financial Planners proved just how wonderful they truly are by making it into VouchedFor’s coveted list of Top Rated Advisers 2024. And we’re up for Expert Business of the Year in the Southport

Simple and practical tips to help you manage and reduce brain fog

8th April 2024 by KBA FS Ltd
Brain fog can be unpleasant and isolating, and if you suffer from it, you’re not alone. In fact, brain fog is on the rise and is among one of many symptoms experienced by people suffering long Covid. Due to often relentlessly busy modern day lifestyles, few of us will be lucky enough to have remained

5 ISA changes and how they might affect you and your financial plan

8th April 2024 by KBA FS Ltd
6 April marks 25 years since Individual Savings Accounts (ISAs) were first launched, back in 1999. In the same year, the Euro currency was introduced, and Britney Spears burst onto the pop scene with her chart-topping debut hit Baby One More Time… ISAs replaced PEPs – or Personal Equity Plans – which some of you

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

25th March 2024 by KBA FS Ltd
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25 tax year, according to an AJ Bell report. Read on to find out if you could be affected and discover some of the steps you could take to mitigate a tax charge. A dividend is

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

25th March 2024 by KBA FS Ltd
The Magnificent Seven might conjure up images of the 1960s Western film or its 2016 remake, but there’s a new group in town – seven technology companies that outgained the market in 2023. Read on to find out more about these companies and the effect they’re having. The S&P 500 is an index that tracks

Investment market update: February 2024

25th March 2024 by KBA FS Ltd
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year. To reflect this, the OECD has lifted its 2024 global growth forecast by 0.3%, when compared to the end of 2023, to 2.9%. However,

7 historic houses to visit during Easter

25th March 2024 by KBA FS Ltd
If you’re looking for a fun way to spend time with your loved ones over Easter, why not explore one of Britain’s many impressive country houses? Discover the beautiful landscapes and incredible stories while enjoying brilliant Easter activities at these seven historical homes. 1. Dunham Massey, Cheshire Step into the 17th century in this gorgeous

Have you overlooked speaking to your beneficiaries as part of your estate plan?

25th March 2024 by KBA FS Ltd
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries? A new report by PIMFA suggests that 58% of people in the UK have never discussed inheritance with their family members. Not doing so could mean that your beneficiaries may

Retirement planning: The 3 main ways you could access your pension

25th March 2024 by KBA FS Ltd
When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning is often deciding how you’ll access your retirement savings. Last month, you read about the importance of setting out your retirement lifestyle goals and how financial planning could help. Your

All the winners and losers from the 2024 Spring Budget

19th March 2024 by KBA FS Ltd
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will affect millions of families and

Reviews Leave a review

Great investment company for finance advice

James Dooley

1 year ago

Good company to deal with, very knowledgeable and up to date on what's happening. I have used this company a few years and they have been very helpful.