KDW Financial Planning

@LutonTown Great to be a kit partner across all kits!! @KDWFinancial big season ahead COYH!!

Richards, Nordås, Alli and Wells were all on the scoresheet at The Brache this afternoon! 👏

12pm tomorrow 👀

Listen to our podcast on all platforms around Liberation Day. @KDWFinancial Is it time for perspective or panic?

Working with a financial planner could help put your mind at ease – and in our latest article, we’ve spoken about how establishing a relationship with a financial planner could reduce your mental load. Click the link below to read more! 👇 kdw.co.uk/latest-news/ar…

The London Marathon is just a month away 🎽. With one month left until the big day, Sam and Mark are in their final stretch of training, and they are still looking to raise vital funds for the @HertsCommunityF. You can donate using the link below 👇: 2025tcslondonmarathon.enthuse.com/pf/kdw-financi…

We're meeting with our clients at the start of the new tax year to share our latest insights on Financial Planning strategies. Spaces are limited, so please email sophie@kdw.co.uk to confirm your place by 31st March. #Finance #Event #ClientEvent #HertfordshireEvents

In our latest article, you can find out why your interest might fall, leading to lower repayments and saving you money in the long term. To read this article, click the link below 👇: kdw.co.uk/latest-news/ar… #FinancialPlanner #Finance #Mortgage #Property #Homeowners #Article

We were delighted to take part in the annual @HomeStartHerts Pancake Festival in St Albans last week 🥞. The KDW team were thrilled to have won the coveted pan for the running race, and we were in great company with @Youth_Talk_SA taking the walking race pan! #PancakeDay

KDW Financial Planning is proud to share the exciting news that we are supporting @moh_ritson 🏎! Moh is a talented and ambitious young British racing driver, and we look forward to supporting him as his career goes from strength to strength on the British GT circuit. #Racing

Happy International Women's Day! Today is a day where we celebrate women's achievements – and here at KDW, we are privileged to have so many amazing, women in our team. To all the women in our team, thank you for all the work you do – we are so grateful to have you! #IDW2025

Today is #EmployeeAppreciationDay – so we thought it was only right to give a huge shoutout to all of our team 🙌. We couldn’t wish for a better team – here’s to you, team KDW 🥂. #KDW #FinancialPlanning #FinancialPlanner #Employees #Team #EmployeeAppreciationDay

We are excited to announce that Sam and Mark will be running the @LondonMarathon to raise funds for the @HertsCommunityF. If you would like to donate, please click the link below 👇: 2025tcslondonmarathon.enthuse.com/pf/kdw-financi… #KDW #LondonMarathon #Marathon #London #Fundraising #Charity

Just one month to go until the Tax Year End ⏳. From maximising your ISA contributions to boosting your pension, it's essential you make the most of your allowances before the 5th of April. #KDW #FinancialPlanning #FinancialPlanner #Finance #Tax #TaxYearEnd #Deadline

Whether you’re already claiming the State Pension or it’s still some years away, our most recent article is here to help you understand what you need to know about the state pension in 2025/26. You can read this article by clicking the link below 👇: kdw.co.uk/latest-news/ar…

Helping you secure the right mortgage 🤝. Whether you are buying your first property, remortgaging an existing one or purchasing a buy-to-let, our team have the knowledge and expertise to help you. kdw.co.uk/testimonials #Testimonial #Review #HappyClients

Everyone has a personal allowance, the amount of money you can earn each tax year without being liable to tax. For the current tax year, this is £12,570. Remember, you can't carry any unused personal allowance forward to the next tax year. #FinancialPlanning #FinancialPlanner

Utilise your Capital Gains Tax allowance 💷. You can make tax-free gains of up to £3,000 in the current tax year. This allowance cannot be carried forward, so it's essential to use it before the tax year-end. Contact us today: 💻 kdw.co.uk 📞 01727 852 299

Did you know you can give away up to £3,000 each tax year without it being included in your estate for Inheritance Tax (IHT) purposes? As well as this, you can give as many £250 gifts per person as you want, provided you haven't used your £3,000 exemption for the same person.

Have you checked how much you've paid into your #pension this tax year? Remember, the maximum tax-relievable amount you can save into a pension each tax year is £60,000 or 100% of your earnings (whichever is lower). 💻 kdw.co.uk 📧 help@kdw.co.uk 📞 01727 852 299

You can contribute up to £20,000 into tax-efficient ISAs this tax year, with gains free from Capital Gains Tax (CGT) and no income tax on interest or dividends. This makes ISAs particularly beneficial for higher or additional rate taxpayers. Get in touch: 📞 01727 852 299