Kellands - Hale

Kellands - Hale We are award-winning Chartered Financial Planners providing financial solutions for our clients in t

Tax free cash has become a ‘no brainer’ — but at what cost? 83% take the lump sum immediately. A new report warns this d...
03/06/2026

Tax free cash has become a ‘no brainer’ — but at what cost? 83% take the lump sum immediately. A new report warns this decision is often disconnected from long term planning. https://tinyurl.com/raidpen

Feeling overwhelmed by IHT changes? You’re not alone. A strategic plan — not panic — is the key to protecting your estat...
02/06/2026

Feeling overwhelmed by IHT changes? You’re not alone. A strategic plan — not panic — is the key to protecting your estate. Explore the benefits of lifetime gifting. https://tinyurl.com/giftalive

When you’re self-employed, there’s no pension auto-enrolment quietly building your retirement fund. It’s all down to you...
01/06/2026

When you’re self-employed, there’s no pension auto-enrolment quietly building your retirement fund. It’s all down to you. The good news? You have powerful tax-efficient tools available – if you use them properly. https://tinyurl.com/kellsepa

Avoid Sideways Disinheritance. Remarriage can unintentionally cut children out of an inheritance. Trusts and well struct...
29/05/2026

Avoid Sideways Disinheritance. Remarriage can unintentionally cut children out of an inheritance. Trusts and well structured wills help ensure wealth goes exactly where you intend. https://tinyurl.com/famblend

Annuities are booming — £7.4bn sold last year. But with IHT rules changing in 2027, buying one just to cut tax could mea...
28/05/2026

Annuities are booming — £7.4bn sold last year. But with IHT rules changing in 2027, buying one just to cut tax could mean losing flexibility, growth and inflation protection. https://tinyurl.com/haleiht27

44% of people say retirement planning is “too stressful”. Avoidance is normal — but it can delay the secure retirement y...
27/05/2026

44% of people say retirement planning is “too stressful”. Avoidance is normal — but it can delay the secure retirement you want. Small steps + good advice = confidence. https://bit.ly/retanxiety

Your dream retirement starts with one question: “What do I want life to look like for the next 40 years?” Read how to tu...
26/05/2026

Your dream retirement starts with one question: “What do I want life to look like for the next 40 years?” Read how to turn that vision into a plan. https://tinyurl.com/40yrret

Plan 2 student loans come with high, compound interest — and many younger adults are struggling to keep up. But paying o...
22/05/2026

Plan 2 student loans come with high, compound interest — and many younger adults are struggling to keep up. But paying off their debt isn’t always the most effective way to support them. From IHT considerations to income thresholds, a financial planner can help you decide what’s genuinely best for your family. https://bit.ly/halestudebt

Thinking about retiring early? It’s an exciting goal but it can also create a pension shortfall if you’re not prepared. ...
21/05/2026

Thinking about retiring early? It’s an exciting goal but it can also create a pension shortfall if you’re not prepared. Our guide shares 5 essential steps to help you retire with confidence. https://bit.ly/retearlier

Five pension myths. Five ways your retirement plan could quietly go off track. Our article breaks down the misconception...
20/05/2026

Five pension myths. Five ways your retirement plan could quietly go off track. Our article breaks down the misconceptions that catch people out. https://sees.ovh/KdyBa

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Hale
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