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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