0114 274 7576 fs@knowleswarwick.com
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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.

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.

Intergenerational gifting – too generous by half?

Intergenerational gifting – too generous by half?

by Gerry Thompson | May 10, 2020 | Estate planning, Tax planning

Younger family members are increasingly supported by generous grandparents, but intergenerational gifting needs to take potential benefits, and pitfalls, into account.

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...
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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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