Will Archives - Knowles Warwick Financial Services

Preparing for your year end tax planning

by Gerry Thompson | Jan 12, 2021 | Inheritance tax, Tax planning

As 5 April creeps closer, it’s a good time to get ahead with your year end tax planning.

Is your year end financial planning on track?

by Gerry Thompson | Dec 9, 2020 | Estate planning, Inheritance tax, Investments, Pensions, Tax planning, Wealth planning

Prepared for your year end financial planning? We will give you some ideas for how to manage your finances for the end of the tax year.

Looking to the next Budget

by Gerry Thompson | Oct 20, 2020 | Budget, COVID-19, Inheritance tax, Pensions, Savings, Tax planning

The second Budget of 2020 could mark the start of a round of tax increases.

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.

Future-proofing your retirement finances

by Gerry Thompson | Jan 30, 2020 | Investments, Life assurance, Pensions, Savings, Wealth planning, Will

The unknowns in your financial outlook can always shift, especially when you come up to retirement.

Simplifying the inheritance tax rules

by Gerry Thompson | Oct 25, 2019 | Inheritance tax, Protection, Savings, Tax planning, Wealth planning, Will

Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning. Inheritance tax is certainly complicated – especially for a tax that generates relatively little revenue. The OTS has...