0114 274 7576 fs@knowleswarwick.com
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Is your year end financial planning on track?

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.

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...
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.

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.

Forward planning for the Budget

Forward planning for the Budget

by Gerry Thompson | Oct 5, 2018 | Tax planning

With the next Budget approaching, probably in November, it may be worth reviewing your finances now.

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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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