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

Investment market update: August 2023

20th September 2023 by KBA FS Ltd
Globally, signs suggest the pace of inflation is slowing. However, businesses in some sectors are struggling and weighing on economies. Read on to discover some of the factors that affected investment markets in August 2023. According to a Purchasing Managers’ Index (PMI) from JP Morgan, reports indicated that manufacturing in Asia, Europe and the US

7 excellent reasons to make a Lasting Power of Attorney now

20th September 2023 by KBA FS Ltd
A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found that less than half of married couples have an LPA. If it’s something you don’t have in place, here are

2 excellent ways you could boost your State Pension

20th September 2023 by KBA FS Ltd
While the State Pension may not be your main source of income in retirement, it’s often an important one. If you’re not on track to receive the full amount, there might be things you could do to boost it. For 2023/24, the full new State Pension is £203.85 a week, adding up to around £10,600

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

20th September 2023 by KBA FS Ltd
A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find out what you need to know about Income Tax in retirement and how you could manage your tax liability. According to the Independent, in 2023/24, 8.5 million over-65s are paying Income Tax

Should you take your pension tax-free lump sum to kickstart retirement?

20th September 2023 by KBA FS Ltd
When you access your pension, you can often take a tax-free lump sum. While this may seem an attractive way to fund your early retirement plans, there are some essential things you need to consider first. You can usually access your pension from the age of 55, rising to 57 in 2028. You can typically

Investing 101: 4 useful questions to answer when reviewing your portfolio

20th September 2023 by KBA FS Ltd
Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how you could improve tax efficiency. Now, read on to discover why reviewing your investment portfolio is a crucial part of managing your assets over the long term. Reviewing your investments too frequently

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

13th September 2023 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. This month, Sarah Tate and Angela Mckenzie have both had their work anniversaries – with Sarah Tate celebrating 11 fabulous years on the team. Plus, find out how Karen Fogg’s annual Afternoon Tea Party went down and how we’re helping our

10 great days out for all the family this October half-term

13th September 2023 by KBA FS Ltd
With the first term of school well underway, October half-term will be here in no time. If you’re anything like us, you’ll be looking forward to the break from routine and keen to make the most of time with your children or grandchildren when schools break up, this time next month. So, here are 10

5 top estate planning tips you could use to help mitigate Inheritance Tax

13th September 2023 by KBA FS Ltd
The Treasury collected £2 billion in Inheritance Tax (IHT) during the first quarter of the 2023/24 tax year, according to a MoneyAge report on official HMRC figures. With 2022/23 IHT receipts totalling £7.1 billion for the entire year, and having already surpassed the peak takings of £1.8 billion recorded in the third quarter of the

Investment market update: July 2023

21st August 2023 by KBA FS Ltd
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023. Despite some data suggesting there could be a downturn in some are as, the International Monetary Fund (IMF) has lifted its global growth forecast for 2023. The organisation

Reviews Leave a review

Great investment company for finance advice

James Dooley

5 months 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.