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 £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.
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 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.
Will Writing Service
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.
Retirement Income Service
If you are thinking of retiring, you will need to find out where your retirement income will be coming from and how much it will be. This guide gives you invaluable information about the retirement income options available as you approach retirement.
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.