Having 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.
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 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.
Skipton Financial Services offers you a simple Will Writing Service where you can draft your will in the comfort of your own home.
This informative edition includes why now could be the perfect time to review your finances – to make sure they are working hard towards achieving their short, medium and longer-term goals. We also take a global outlook in our special Market Update.
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.
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.
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.
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.
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.