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.

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.

Looking to the next Budget

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.

Generation centenarian

Generation centenarian

by Gerry Thompson | Sep 29, 2020 | Auto enrolment, Budget, Estate planning, Investments, Pensions, State pension

ONS are forecasting that around 19% of all newborn girls (and 14% of all newborn boys) will become centenarians. We’re calling this lucky, long-living group Generation Centenarian.

Relevant Life Policy – an overlooked diamond

Relevant Life Policy – an overlooked diamond

by Gerry Thompson | Jul 23, 2020 | Life assurance, Pensions, Protection, Tax planning

A Relevant Life Policy is a tax-efficient alternative to a “death in service” benefit that allows a company to provide and pay for life insurance for key employees.

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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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