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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.

Future-proofing your retirement finances

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

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...
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...
Make your will the right way

Make your will the right way

by Gerry Thompson | Feb 15, 2019 | Estate planning, Inheritance tax, Tax planning, Wealth planning, Will

Like all legal documents, your will must meet certain requirements.

Inheritance tax receipts hit a new high

Inheritance tax receipts hit a new high

by Dan Eatch | Dec 4, 2017 | Inheritance tax, Tax planning

Inheritance tax (IHT) is raising more than ever according to HM Revenue & Customs (HMRC). How much do you want to contribute?

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KNOWLES WARWICK FINANCIAL SERVICES
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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