"making you better off in a way you understand, value and trust"

Inheritance Tax

Will you be giving generously...to the Taxman?

None of us like to think about what will happen after we die - but we should. You have probably worked hard all your life and amassed a certain amount of money and assets - just consider how much your house alone is worth in today's market and it's upsetting to think that a part of this could end up in Government coffers.

Are you aware that:

Thousands of people are now realising that there are measures that can be taken to substantially reduce their Inheritance Tax liability and potentially save their beneficiaries many thousands of pounds. With the right planning through SFS you can reduce or, in some cases, even eliminate this tax altogether.

Let Skipton Financial Services help

We believe that the use of simple and cost-effective methods of reducing the potential Inheritance tax on our clients' estates should always be the starting point. Our financial expertise enables us to help you choose the right solution for your particular circumstances.

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In fact, due to our expertise in this area, we're especially proud to have been chosen to offer our special Inheritance Tax Planning Service to the readers of The Daily & Sunday Telegraph and they chose us above all other financial advisers in the country due to our established and proven expertise in the Inheritance Tax Planning field.

Arrange a fee-free Inheritance Tax Review

There are many different ways of mitigating Inheritance Tax, all of which are very confusing and at SFS we believe in matching the solution to a clients' individual circumstances. We have developed a simple and effective planning process, for what can be a complicated and confusing subject, that ensures you take the easiest and least disruptive steps first. Your review is completely fee-free and you will have no-obligation to act upon the advice we give you however it is a chance for you to see if we can make you and your family financially better off.

To arrange a review or discuss your situation with one of our specialised advisers simply call us on 0800 137 832 or arrange for someone to call you.

To find out more about Inheritance Tax, its implications and the possible solutions, you can use our calculator to work out if you are liable.

Free Inheritance Tax Guide

Free Inheritance Tax Guide

Download your copy.