Knowledge Center
Newsletters
Below is a list of documents and file that you may find helpful
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WKFP Newsletter May/June 2019 ‘Inheritance Tax’
Inheritance Tax, no longer something that only affects the very wealthy.
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WKFP Spring Statement 2019
What should you take away from this year's chancellor's announcement?
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WKFP Newsletter Mar/Apr 2019 ‘Life After Work’
Planning for the retirement you deserve.
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WKFP Newsletter Jan/Feb 2019 ‘Plan, Prepare’
Making New Year's Tax Resolutions, start off the New year by reviewing your financial plans.
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WKFP Newsletter Nov/Dec 2018 ‘You Have One Life Invest Wisely’
Identifying multiple risk profiles for multiple goals.
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WKFP Newsletter Sept/Oct 2018 ‘Cash May Not Be King’
Pension savers risk a significant tax bill. For most people over the age of 55,…
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WKFP Newsletter July/Aug 2018 ‘Back to the Future’
Visualising what really matters to you is the key to the planning process.
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WKFP Newsletter May/Jun 2018 ‘Protecting Your Estate for Future Generations’
Many Individuals find the Inheritance Tax rules too complicated. 2018/19 Tax Changes, new initiatives you…
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WKFP Newsletter Mar/Apr 2018 ‘Market Matters’
Don't let current global uncertainties affect your financial planning
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WKFP Newsletter Jan/Feb 2018 ‘ISA returns of the Year’
Taking control over where your money is invested tax-efficiently
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