0114 274 7576 fs@knowleswarwick.com
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Preparing for your year end tax planning

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.

Annuity options for long-life planning

Annuity options for long-life planning

by Gerry Thompson | Mar 29, 2019 | Life assurance, Pensions, Savings, Tax planning, Wealth planning

Life expectancy has stopped increasing, according to a report from the Office for National Statistics (ONS) issued in September, but we are still living longer than ever before.

The Ins and Outs of Market Indices

The Ins and Outs of Market Indices

by Gerry Thompson | Dec 14, 2018 | Investments, Tax planning, Wealth planning

Stock market indices change more than you might imagine – despite their iconic image.

Thinking of Making Lifetime Gifts?

Thinking of Making Lifetime Gifts?

by Gerry Thompson | Nov 30, 2018 | Protection, Savings, Tax planning, Wealth planning

If you’re considering making gifts, make sure all your inheritance tax (IHT) liabilities are covered.

Annuity options for long-life planning

Don’t be caught by the pension tax trap

by Gerry Thompson | Sep 21, 2018 | Pensions, Tax planning

Pension freedom rules that make it easier for investors to access their pension savings may lead to excessive tax bills.

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Tel. 0114 274 7576
fs@knowleswarwick.com

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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