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25th April 2024 by KBA FS Ltd
How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your approach to investing could influence the decisions you make when you
22nd April 2024 by KBA FS Ltd
As a business owner, deciding how to extract profits from your firm could be a crucial decision. It may affect your tax liability and that of your company. Read on to understand three essential ways you could take money from your business and potential tax implications you might want to weigh up before deciding which
22nd April 2024 by KBA FS Ltd
The gains you can make before potentially paying Capital Gains Tax (CGT) have halved for the 2024/25 tax year. If you plan to dispose of assets, the change could affect you. Read on to find out when you could be liable for CGT and some steps you might take to manage a bill. CGT is
22nd April 2024 by KBA FS Ltd
Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save and invest. As ISAs turn 25, chancellor Jeremy Hunt unveiled plans to launch a new UK ISA and has previously announced changes that could provide you with more flexibility. Read on to
22nd April 2024 by KBA FS Ltd
Pensioners have benefited from an 8.5% increase in the State Pension. While the boost is likely to be welcomed by many, the full new State Pension is nearing the Personal Allowance threshold. As a result, some retirees might need to consider their Income Tax liability for the first time or could be pushed into a
22nd April 2024 by KBA FS Ltd
Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s something you’re thinking about, it’s important to consider the long-term implications and understand how much you could withdraw from your pension before facing a tax bill, as the rules have changed in 2024/25. Previously, you
22nd April 2024 by KBA FS Ltd
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything together, but a bespoke financial plan could put your mind at ease. Over the last few months, you’ve read about the importance of deciding how you’ll retire, why you should
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
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
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
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
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
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,
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
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
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
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
19th March 2024 by KBA FS Ltd
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond. With a general election looming – prime minister Rishi Sunak has said he will call it before the end of the year – the chancellor
13th March 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. This month, Sarah Hogan, our Company Director, delivered an inspiring talk to mark International Women’s Day, we threw a party to celebrate the opening of our Spinningfields office, and we welcomed new Agency Manager Penny Bennett to the team. First though,
13th March 2024 by KBA FS Ltd
Understanding and discussing financial matters can present challenges for adults, let alone children. Topics around money and finance often involve complex concepts that many feel uncomfortable to broach. Teaching and talking to children about money from an early age can provide them with invaluable lessons that will serve them well in the future. However, a
13th March 2024 by KBA FS Ltd
The clock is ticking, and the end of the tax year is fast approaching. But there’s still time to make sure you’ve used all the available allowances to boost your wealth before everything resets on 6 April 2024. Many tax allowances are lost once the current tax year is over, so with 10 working days
19th February 2024 by KBA FS Ltd
While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high levels of inflation and recession fears. The World Bank warned the global economy is set to slow for a third successive year in 2024 and is on course for the
19th February 2024 by KBA FS Ltd
Does your job cause you stress? A recent survey found that 3 in 5 UK employees say their mental health declined in 2023 because of workplace stress. Long work hours, tight deadlines, and job insecurity all contributed to this burden, and nearly half of respondents said senior management was to blame. Instead of continuing to
19th February 2024 by KBA FS Ltd
Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every life stage. An LPA gives someone you trust the ability to make decisions on your behalf if you’re unable to do so. When you think about the scenarios that might
| Monday | 9:00am - 5:00pm |
|---|---|
| Tuesday | 9:00am - 5:00pm |
| Wednesday | 9:00am - 5:00pm |
| Thursday | 9:00am - 5:00pm |
| Friday | 9:00am - 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
