Free Guides

Inheritance Tax 

Inheritance Tax BrochureHaving worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £325,000 if you are single or divorced or £650,000 if you are married or in a civil partnership (if you’re widowed, it is up to £650,000 depending on how much allowance was used when your partner passed away) 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 >>

With Profit Bonds

Guide to With Profit BondsOur 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 With Profit Bond Review Service where we will work with you to identify any issues you should consider on your individual bonds and determine what (if any) your next steps should be.

Click here to download the guide >>

Will Writing Service

Will Writing ServiceWhen 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 >>

Six Steps to Investing

If you have certain objectives within the next few years - for example a family wedding, a special holiday, retirement or providing for loved ones – this guide aims to help outline the basics of investing, so you can consider whether it might be right for your needs.

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Pension Countdown to Retirement Brochure

If you are aiming to retire within the next fi ve years, it’s time to get into the mindset of considering the practicalities of fulfi lling your desired lifestyle and making plans.

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Pension Accumulation Brochure

if you have worked hard over many years to build a better life for yourself and loved ones, retirement should be the perfect opportunity to enjoy the rewards of your dedication. it is your invitation to do more of the things that you enjoy; be it spending more time with friends and family, immersing yourself in a hobby or seeing more of the world through travel.

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Retirement Income Service Brochure

if you are expecting to retire within the next few months, now is the time to establish a plan of action and receive advice. before you can start fulfilling your retirement objectives, you need to ensure that you will be able to afford to do the things you want to do.

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Our Advisory Service

Throughout our lifetime, as our goals and priorities change, so does our financial solution. Whether you are an experienced investor with a mixture of assets, or just want jargon-free straightforward advice. Skipton Financial Services can help.

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Retirement Magazine

Whether you’re 20 years away from retiring or looking to stop working within the next year or so, this 20-page magazine includes something for everyone. We have thought about everything you may wish to know about financially preparing for retirement and condensed it into one magazine.

Click here to download the guide >>

CALL SFS ON 0800 731 5342 Or alternatively REQUEST A CALL BACK


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