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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.

It will happen to you…

It will happen to you…

by Gerry Thompson | Jul 15, 2020 | Estate planning, Inheritance tax, Will

The Covid-19 pandemic has provided many people with an awkward reminder of things they prefer to ignore, such as will writing.

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...
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.

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.

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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.

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