31 Lord Street, WN7 1AB
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2nd December 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. This month, we did it again! And have made the shortlist for another very prestigious professional award. We also held a birthday party to celebrate our agency branch in Bury, and we have been busy making a list and checking it
2nd December 2024 by KBA FS Ltd
It’s the most wonderful time of the year, but Christmas can be stressful. There, we’ve said it. Hands up if you agree. According to research, 51% of women have their hands in the air, compared to just 34% of men. A fleeting glance at the Christmas to-do list and the chasm between men and women
2nd December 2024 by KBA FS Ltd
Being able to pass on your wealth to your loved ones may be among your financial priorities. One of the challenges of ensuring you leave the legacy you intend is tax on your estate, namely Inheritance Tax (IHT). In the weeks before the 2024 Autumn Budget, there was a lot of talk about all the
20th November 2024 by KBA FS Ltd
While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest International Monetary Fund’s Global Financial Stability Report, markets could be underestimating the risks of conflicts and upcoming elections. Indeed, the rising price of gold suggests some investors are seeking a
20th November 2024 by KBA FS Ltd
Research suggests that a worrying number of families are putting off major life decisions until they receive an expected inheritance. It could place their long-term finances at risk, but talking to your loved ones may identify ways you could offer support. According to a Canada Life survey, more than 1 in 5 UK adults who
20th November 2024 by KBA FS Ltd
If you’re working and contributing to your pension, you might think you don’t need to do any more retirement planning just yet. However, seeking retirement advice in your 30s and 40s could mean you’re in a better position when you’re ready to give up work. According to a survey published in IFA Magazine, putting off
20th November 2024 by KBA FS Ltd
Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information that means you’re able to feel confident about what’s to come and the decisions you make. Read on to find out how it works and why it might be valuable
20th November 2024 by KBA FS Ltd
You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a financial plan focuses on your goals, you might choose to include ways to create a legacy for your loved ones. It could mean your wealth provides long-term
20th November 2024 by KBA FS Ltd
Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT) and Inheritance Tax (IHT) that could affect your financial plan. Ahead of the Budget, prime minister Keir Starmer said it would be “painful” as there was a £22 billion black
4th November 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. Celebrating 5 fantastic years on Nantwich High Street Saturday 26 October marked five years of having a high-street presence in Nantwich. We celebrated all day on Friday, serving loyal customers and curious passersby complimentary coffee and, of course, lots of delicious
4th November 2024 by KBA FS Ltd
Christmas seems to start creeping up earlier every year! So, you may be looking for ways to get into – and sustain – the festive spirit between now and 2 January. Get the party started with this fun selection of events happening in and around Manchester and get ready to make the most of every
4th November 2024 by KBA FS Ltd
Investing for children is one of the best presents you can give to the young people in your life. Apart from the invaluable financial freedom they might enjoy, investing for children is also a fantastic way to help them learn important money lessons. As they get older, you can involve them in conversations and decisions
14th October 2024 by KBA FS Ltd
New research and real-life case studies have recently revealed that it’s possible to slow – and even reverse – your biological age. Read on to discover more about how your biological age is measured, and six simple steps you could incorporate into your routine to enhance your life. What is your “biological age”? We’re used
14th October 2024 by KBA FS Ltd
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets in September 2024. Read on to discover other factors that may have affected the performance of your investments. UK Data from the Office for National Statistics (ONS) shows inflation remained stable at 2.2% in the 12
14th October 2024 by KBA FS Ltd
High inflation has been a hot topic over the last couple of years, and as its pace stabilises, you might think it no longer needs to be part of your financial plan. Yet, skipping inflation when calculating your long-term finances could leave you with a shortfall. The government sets the Bank of England (BoE) a
14th October 2024 by KBA FS Ltd
Purchasing an annuity could provide you with a regular income throughout retirement. And rising annuity rates could help your pension savings go further. An annuity is something you buy, often with the money saved in your pension, which then provides a guaranteed income. The annuity rate offered affects the income you’d receive and it can
14th October 2024 by KBA FS Ltd
Halloween is just around the corner, but there’s more than ghouls and ghosts to be scared of. Sometimes, daily life can be just as frightful as the latest horror film. Here are five reassuring ways a financial plan could help you next time you encounter one of life’s scares. 1. A financial plan could help
14th October 2024 by KBA FS Ltd
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read on to find out more. Over the last few months, you’ve read about how IHT
7th October 2024 by KBA FS Ltd
Every month, we share some highlights of what’s been happening in and around KBA. First this month, we have a trio of work anniversaries to celebrate. Gary Fletcher and Emily Bartley have both been on the team for two years, and Laverne Picart has been with us for a whole year already. In other news,
7th October 2024 by KBA FS Ltd
Halloween is creeping up fast… With the nights drawing in and ghosts lurking around every corner, it’s the perfect time to gather the family and enjoy some spooky fun. Whether you’re looking for plump pumpkins, scary spooks, or simply keen to enjoy a little autumn magic, there are lots of fantastic Halloween events happening in
7th October 2024 by KBA FS Ltd
National Pension Tracing Day is on 27 October, making now an ideal time to track down any pensions you may have forgotten about. Several big financial services companies, including Aegon, Legal & General, Standard Life, Scottish Widows, and Royal London, join forces to raise awareness of the far-reaching problem. The official website suggests that, in
16th September 2024 by KBA FS Ltd
While the Bank of England (BoE) has started to cut its base interest rate, many homeowners with fixed-rate mortgages that end this year will still see their outgoings rise. If your mortgage deal comes to an end, read on to discover five sensible steps you might want to take. According to a report in the
16th September 2024 by KBA FS Ltd
Research suggests that women are less likely than men to take out income protection. This trend could mean women are more vulnerable to financial shocks and is a useful reminder to check how you’d cope if the unexpected happened. According to a report from Royal London, while women are more likely to manage everyday spending
16th September 2024 by KBA FS Ltd
Millions of students across the UK are preparing to head to university and pursue their educational goals. As a parent, you may feel proud as you help them pack up their belongings and move into their own space for the first time. Yet, you might also be worried about how they’ll cope financially or repay
| 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 |
