Blog | KBA Financial | The Financial Planning Company

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15 Jan 2024

Embrace “Walk your Dog Month” and enjoy one of these great north-west walks

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15 Jan 2024

3 top reasons to start working with a financial planner before you exit your business

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19 Dec 2023

5 financial tasks to complete now if you’re planning to retire in 2024

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15 Dec 2023

How a contribution to your child’s pension could boost their financial security

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12 Dec 2023

Cost vs value: What’s the difference when you’re making a financial plan?

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12 Dec 2023

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

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12 Dec 2023

Giving gadget gifts? 5 ways to avoid tears and tantrums on Christmas Day

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12 Dec 2023

The families of 6 in 10 over-75s could face challenges if they lose mental capacity

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12 Dec 2023

Investment market update November 2023

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12 Dec 2023

5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

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12 Dec 2023

2 Autumn Statement announcements you may have missed that could simplify your finances

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15 Nov 2023

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

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15 Nov 2023

A fun selection of festive family events happening in the north-west this Christmas

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15 Nov 2023

5 ways a deed of variation could help you to protect a recent inheritance windfall

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09 Nov 2023

Business owners, don’t take Willy Wonka’s chance approach to succession planning

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09 Nov 2023

Investment market update: October 2023

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09 Nov 2023

Don’t overlook trusts, they could be a useful way to pass on wealth

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09 Nov 2023

4 annuity myths that could mean you’re missing out on security in retirement

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09 Nov 2023

5 practical steps you could take this year if you want to retire in 2024

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09 Nov 2023

2 key reasons why you may want to update your plan during a financial review

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20 Oct 2023

Autumn reading: Discover this year’s Booker Prize shortlist

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20 Oct 2023

Investment market update: September 2023

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20 Oct 2023

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

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20 Oct 2023

Why a “Frankenstein” approach to financial planning isn’t frightful

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20 Oct 2023

Financial security is the most important retirement goal for 9 in 10 Brits

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20 Oct 2023

3 valuable reasons your financial reviews are important

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17 Oct 2023

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

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17 Oct 2023

5 cracking firework displays worth seeing in the north-west

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17 Oct 2023

How an annuity could help to guarantee your income in retirement

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20 Sep 2023

Investment market update: August 2023

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20 Sep 2023

7 excellent reasons to make a Lasting Power of Attorney now

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20 Sep 2023

2 excellent ways you could boost your State Pension

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20 Sep 2023

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

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20 Sep 2023

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

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20 Sep 2023

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

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13 Sep 2023

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

News

13 Sep 2023

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

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13 Sep 2023

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

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21 Aug 2023

Investment market update: July 2023

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21 Aug 2023

What could the UK learn from the happiest countries in the world?

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21 Aug 2023

10 incredible novels that are perfect for escaping reality

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21 Aug 2023

This 1 surprising trick used by Ernest Hemingway could improve your productivity

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21 Aug 2023

Getting married? Here’s why you should review your will and wishes

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21 Aug 2023

Care home fees have increased by 10%. Are they part of your long-term plan?

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08 Aug 2023

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

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08 Aug 2023

5 healthy, science-backed diet tips that could help you live longer

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08 Aug 2023

Practical steps you can take to help protect your family legacy

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11 Jul 2023

Investment market update: June 2023

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11 Jul 2023

5 fascinating UK destinations steeped in history to visit this summer

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11 Jul 2023

Latest news

Embrace “Walk your Dog Month” and enjoy one of these great north-west walks

3 top reasons to start working with a financial planner before you exit your business

5 financial tasks to complete now if you’re planning to retire in 2024

How a contribution to your child’s pension could boost their financial security

Cost vs value: What’s the difference when you’re making a financial plan?

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

Giving gadget gifts? 5 ways to avoid tears and tantrums on Christmas Day

The families of 6 in 10 over-75s could face challenges if they lose mental capacity

Investment market update November 2023

5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

2 Autumn Statement announcements you may have missed that could simplify your finances

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

A fun selection of festive family events happening in the north-west this Christmas

5 ways a deed of variation could help you to protect a recent inheritance windfall

Business owners, don’t take Willy Wonka’s chance approach to succession planning

Investment market update: October 2023

Don’t overlook trusts, they could be a useful way to pass on wealth

4 annuity myths that could mean you’re missing out on security in retirement

5 practical steps you could take this year if you want to retire in 2024

2 key reasons why you may want to update your plan during a financial review

Autumn reading: Discover this year’s Booker Prize shortlist

Investment market update: September 2023

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

Why a “Frankenstein” approach to financial planning isn’t frightful

Financial security is the most important retirement goal for 9 in 10 Brits

3 valuable reasons your financial reviews are important

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

5 cracking firework displays worth seeing in the north-west

How an annuity could help to guarantee your income in retirement

Investment market update: August 2023

7 excellent reasons to make a Lasting Power of Attorney now

2 excellent ways you could boost your State Pension

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

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

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

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

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

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

Investment market update: July 2023

What could the UK learn from the happiest countries in the world?

10 incredible novels that are perfect for escaping reality

This 1 surprising trick used by Ernest Hemingway could improve your productivity

Getting married? Here’s why you should review your will and wishes

Care home fees have increased by 10%. Are they part of your long-term plan?

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

5 healthy, science-backed diet tips that could help you live longer

Practical steps you can take to help protect your family legacy

Investment market update: June 2023

5 fascinating UK destinations steeped in history to visit this summer

Longevity expert says improving your wellbeing could boost your “healthspan”

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