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.

Child Trust Funds (CTF) grow up

Child Trust Funds (CTF) grow up

by Gerry Thompson | Dec 15, 2020 | Investments, Savings, Wealth planning

The first Child Trust Funds (CTFs) have reached maturity, but many have been overlooked.

Lockdown savings boost

Lockdown savings boost

by Gerry Thompson | Oct 6, 2020 | Investments, Savings, Wealth planning

A surprising number of people have picked up the savings habit in recent months as lockdown has curtailed opportunities to spend. How can this unexpected nest egg be put to good use?

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.

National Savings hold off on rate cuts

National Savings hold off on rate cuts

by Gerry Thompson | Sep 23, 2020 | Investments, Savings, Wealth planning

National Savings & Investments (NS&I) has cancelled planned rate cuts on a number of its variable rate accounts

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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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