Free Guides

Inheritance Tax Service

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 >>

Moneyetc. Magazine

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.

Click here to download the magazine >>

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.

Click here to download the guide >>

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.

Click here to download the guide >>

Corporate Brochure

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.

Click here to download the guide >>

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

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