The Impact of Ethics on Investing

How are Ethics Impacting Investing?

An increasing focus on ethical, governance and social issues is impacting on the world of investing, boosting awareness of ethical investments and broadening interest in investments that make the world a better place.

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Birmingham Team

Welcoming Matt Booton to the Birmingham Team

Today, we are welcoming Matt Booton to the KLO team in Birmingham as a Financial Planner!

Matt brings with him a raft of experience to help provide a clear and comprehensive planning service to our clients. Welcome to the team Matt!

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Inflation At Highest Level in Over 5 Years

Retirement 101: How Much Do I Need to Save?

When saving for retirement, you’ll need to work out how much money you’ll need to save in order to live comfortably. This may seem like a daunting task due to all the factors you’ll need to take into account.

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Why Should You Consider Ethical Investing?

Saving for Retirement: What Are the Risks?

When planning your finances for later life, it’s a good idea to take into account the potential risks involved. There are many things you will need to keep in mind to help you live the lifestyle you want during retirement.

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The Basics of Ethical Investing

Ethical Investing: The Basics

Ethical investing is a great way to support your beliefs, whether it’s sustainability, fair trade practices, the environment or human rights. This type of investing considers the environmental, social and political implications of your investment and screens or excludes certain areas.

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Reducing Inheritance Tax - Setting Up Trusts

Inheritance Tax: Making Sense of the Rules

Chancellor Philip Hammond recently announced that a review is to take place on inheritance tax to ensure that the system is easier to understand.

He described the system as “particularly complex”. Research has shown that many people are unsure of the rules on inheritance tax, with a study conducted by Brewin Dolphin concluding that just 12 per cent of the people they surveyed knew the correct figure for their gift allowances.

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