Kelsall Steele Investment Services

Kelsall Steele Investment Services Kelsall Steele Investment Services is a dynamic, award winning wealth management firm based in Truro.

No new taxes, but important changes still lie ahead.The government’s 2026 Spring Statement confirms earlier tax changes ...
04/03/2026

No new taxes, but important changes still lie ahead.

The government’s 2026 Spring Statement confirms earlier tax changes remain on track, including future reforms to pensions, dividends, and property taxation.

We break down the key announcements, economic forecasts, and what they could mean for your financial plans.

Read our full update 👉 https://bit.ly/4sl3YDT

🔔 2025 Pension Rule Changes: Are You Ready? Major shifts are coming to the UK pension system – from a higher State Pensi...
05/02/2026

🔔 2025 Pension Rule Changes: Are You Ready?

Major shifts are coming to the UK pension system – from a higher State Pension age to the abolition of the Lifetime Allowance and changes to inheritance tax on pension pots.

With millions relying on pensions for retirement, now’s the time to check your plans and consider professional advice to make the most of your savings.

📖 Discover the key updates and what they could mean for your future.

👉 Read more: https://bit.ly/4ayOrt9

🌅 Planning for Early Retirement: Your Path to Financial Freedom Dreaming of retiring early to travel, pursue passions, o...
29/01/2026

🌅 Planning for Early Retirement: Your Path to Financial Freedom

Dreaming of retiring early to travel, pursue passions, or simply slow down? Achieving financial independence before State Pension age takes more than savings — it requires careful planning, strategic investing, and emotional readiness for life beyond work.

Our latest blog explores how to prepare financially and mentally for early retirement, manage pension access, and balance long-term income needs with the lifestyle you want to enjoy.

Read more 👉 https://eu1.hubs.ly/H0rg-vN0

Planning to retire sooner rather than later? Early retirement can offer greater freedom and flexibility, but it requires...
13/01/2026

Planning to retire sooner rather than later?

Early retirement can offer greater freedom and flexibility, but it requires careful preparation. Our latest article explores how defining your goals, understanding your income sources, and starting your planning early can help turn the idea of early retirement into a realistic, achievable plan.

Read more 👉 https://eu1.hubs.ly/H0qT13Z0

📋 Preparing for the Great Wealth Handover With one of the largest intergenerational wealth transfers in history on the h...
06/01/2026

📋 Preparing for the Great Wealth Handover

With one of the largest intergenerational wealth transfers in history on the horizon, later-life planning has never been more important. Clear communication and early preparation can help families protect independence, reduce uncertainty, and ensure wealth is passed on fairly and meaningfully.

Explore how thoughtful planning today can support your loved ones tomorrow.

Read more 👉 https://bit.ly/3N69k6K

✨ Happy New Year! ✨Wishing you a happy, healthy and successful New Year.
01/01/2026

✨ Happy New Year! ✨

Wishing you a happy, healthy and successful New Year.

🔔 2025 Pension Rule Changes: Are You Ready? Major shifts are coming to the UK pension system – from a higher State Pensi...
30/12/2025

🔔 2025 Pension Rule Changes: Are You Ready?

Major shifts are coming to the UK pension system – from a higher State Pension age to the abolition of the Lifetime Allowance and changes to inheritance tax on pension pots.

With millions relying on pensions for retirement, now’s the time to check your plans and consider professional advice to make the most of your savings.

📖 Discover the key updates and what they could mean for your future.

Read more 👉https://eu1.hubs.ly/H0qrCsQ0

⚠️ HMRC registration deadline approachingNew AEOI rules mean some trusts and financial institutions must register with H...
23/12/2025

⚠️ HMRC registration deadline approaching

New AEOI rules mean some trusts and financial institutions must register with HMRC by 31 December 2025, even if there’s nothing to report.

Find out who’s affected and what you need to do in our latest article 👉 https://eu1.hubs.ly/H0qD3M_0

💼 Do You Have Multiple Pension Pots to Keep Track Of? Changing jobs can be exciting but it also means managing multiple ...
23/12/2025

💼 Do You Have Multiple Pension Pots to Keep Track Of?

Changing jobs can be exciting but it also means managing multiple pensions can easily slip through the cracks. With millions of “lost” pension pots in the UK, staying on top of your retirement savings has never been more important.

Our latest blog explores what happens to your pension when you change jobs, how to track down lost pots, and whether consolidating your pensions could make managing your retirement simpler and more effective.

Read more 👉 https://eu1.hubs.ly/H0qrvrB0

🎄 Holiday Office Closure Notice 🎄As the festive season approaches, we’d like to let you know that our offices will close...
17/12/2025

🎄 Holiday Office Closure Notice 🎄

As the festive season approaches, we’d like to let you know that our offices will close at midday on Christmas Eve and will reopen on Friday, 2nd January.

We wish all our clients, colleagues, and partners a peaceful festive season and a happy, healthy New Year.

✨ Season’s greetings from all of us at Kelsall Steele Investment Services ✨

🌍 Why long-term portfolio success depends on strategy, not global headlines. From trade tensions and political stand-off...
16/12/2025

🌍 Why long-term portfolio success depends on strategy, not global headlines.

From trade tensions and political stand-offs to ongoing global conflicts, markets continue to face waves of geopolitical uncertainty. Yet history shows that disciplined, long-term investors are often rewarded for tuning out short-term noise and focusing on strategy, not headlines.

Our latest blog explores why diversification, patience, and a steady approach remain key to long-term portfolio success even in turbulent times.

Read more 👉 https://eu1.hubs.ly/H0qp_mY0

Address

Woodlands Court
Truro
TR49NH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441872309410

Website

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