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Generation centenarian

Generation centenarian

by Gerry Thompson | Sep 29, 2020 | Auto enrolment, Budget, Estate planning, Investments, Pensions, State pension

ONS are forecasting that around 19% of all newborn girls (and 14% of all newborn boys) will become centenarians. We’re calling this lucky, long-living group Generation Centenarian.

Child Trust Funds: a useful nest egg

Child Trust Funds: a useful nest egg

by Gerry Thompson | Sep 9, 2020 | Estate planning, Investments, Tax planning, Wealth planning

The first Child Trust Funds (CTFs) are due to mature this September, giving those who turn 18 in that month access to a useful nest egg.

Time to review your drawdown plans

Time to review your drawdown plans

by Gerry Thompson | Aug 26, 2020 | Auto enrolment, Estate planning, Investments, Pensions, Savings, State pension

Many people may need to reduce the income they are taking from their drawdown pension funds in light of recent falls in the value of their investments resulting from the economic impact of Covid-19.

It will happen to you…

It will happen to you…

by Gerry Thompson | Jul 15, 2020 | Estate planning, Inheritance tax, Will

The Covid-19 pandemic has provided many people with an awkward reminder of things they prefer to ignore, such as will writing.

Intergenerational gifting – too generous by half?

Intergenerational gifting – too generous by half?

by Gerry Thompson | May 10, 2020 | Estate planning, Tax planning

Younger family members are increasingly supported by generous grandparents, but intergenerational gifting needs to take potential benefits, and pitfalls, into account.

The lasting power of peace of mind

The lasting power of peace of mind

by Gerry Thompson | Oct 18, 2019 | Estate planning, Savings, Wealth planning, Will

More people are now setting up Lasting Powers of Attorney (LPAs), not just those in later life. Often written alongside a will, these important legal documents allow you to appoint one or more trusted representatives or ‘attorneys’ to take charge of your finances...
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Charlotte House
500 Charlotte Road
Sheffield, S2 4ER

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Knowles Warwick Financial Services and KWFS are trading names of Knowles Warwick Financial Services Limited, registered in England and Wales under company number 07209098. Authorised and regulated by the Financial Conduct Authority, registration number 599270.

Knowles Warwick Financial Services Limited is authorised and regulated by the Financial Conduct Authority (in respect of regulated investment, insurance and mortgage business). For regulated financial services, the Financial Ombudsman Service is the alternative dispute resolution provider.

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