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Inheritance Tax Service
Having worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £312,000 if you are single or divorced or £624,000 if you are married, in a civil partnership or widowed could be given back to Government in IHT.
Our simple guide will help you find out how Skipton Financial Services could help you to reduce or even eliminate this unnessary tax.
Click here to download the guide >>
Will Writing Service
When a person dies without having made a Will, the law dictates who inherits their estate and who in their family receives items of special value or meaning.
Skipton Financial Services offers you a simple Will Writing Service where you can draft your will in the comfort of your own home.
Click here to download the guide >>
Corporate Brochure
Throughout our lifetime, as our priorities and goals change, so does our financial situation.
Whether you are an experienced investor with a mixture of assets, or just want jargon free, straightforward advice, Skipton Financial Services can help.
Click here to download the guide >>
Mutual Rewards Scheme
By recommending someone to Skipton Financial Services you are introducing them to one of the largest and most reputable Financial Advisory Organisations in the UK and to the services we offer.
Find out more about our Mutual Reward Scheme and how our clients who introduce family or friends to us (and complete business with us) can earn either £100 donation to a charity of your choice or £80 worth of gifts for themselves.
Click here to download the guide >>
Retirement Income Service
You work and save all of your life to ensure that you can enjoy your retirement in the lifestyle that you are accustomed to and to fulfil those ambitions you have planned for those restful years.
It is therefore crucial that you find the best retirement income deal that your pension fund will buy, especially if, like many people have found in recent times, your pension fund turns out to be less than you hoped.
Click here to download the guide >>
Investment Consolidation Service
If you have funds managed by different companies it can be difficult to manage and assess all your statements.
Our Investment Consolidation Service will ensure all your investments and valuations are delivered on one easy-to-read statement. We’ll also work with you to define your portfolio goals and make informed decisions about your financial future.
Click here to download the guide >>
With Profit Bonds
Our Guide to With Profit Bonds highlights many things to consider when reviewing your bonds, as there are so many complex issues to consider which has led to many investors being unsure of what to do next.
Learn about our FREE With Profit Bond Review Service where we will work with you to identify any issues you should consider on your individual bonds and determin what (if any) your next steps should be.
Click here to download the guide >>
MoneyMatters Magazine
Download our client magazine, which is packed with useful information to help you take full advantage of interest rate cuts and any tax breaks you may be due.
Plus, we’ve scoured the markets for the latest financial news and views.
Click here to download the magazine >>
To find out more about any of
the services we’ve mentioned
simply:
- Contact your SFS Financial Adviser
- Call a member of our Client
Help Line on 0800 137 832 - Visit your local Skipton
Building Society branch to
arrange an appointment with
an SFS Adviser
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