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The bridging Budget

The bridging Budget

by Gerry Thompson | Apr 5, 2021 | Budget

The first of two Budgets in 2021 signals larger tax bills in future years.

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.

Budget 2020 – a Budget for strange days

Budget 2020 – a Budget for strange days

by Gerry Thompson | Apr 17, 2020 | Budget, COVID-19, ISA, Life assurance, Pensions, Protection, Savings

On 11 March the new Chancellor, Rishi Sunak, presented a postponed Budget, the first of two due this year.

Stuck in frozen tax thresholds?

Stuck in frozen tax thresholds?

by Gerry Thompson | Jul 23, 2018 | Investments, Pensions, Tax planning

The value of key tax thresholds is being eroded, as elements of the income tax system lag behind inflation.

Steady ahead – the second Budget of 2017

Steady ahead – the second Budget of 2017

by Dan Eatch | Jan 31, 2018 | Investments, Mortgages, Pensions, Protection, Tax planning

THE CHANCELLOR DETAILED A LONG LIST OF TAX CHANGES IN HIS AUTUMN BUDGET, ALTHOUGH HE WAS GENERALLY MORE CAUTIOUS THAN HE WAS IN HIS SPRING ANNOUNCEMENTS.

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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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