Legal Services
Make sure your wishes come true...
- Pass your estate to an unmarried partner.
- Decide how much money each of your family members are bequeathed.
- Specify who will become the guardians of your children.
- Leave something to charity.
- Give a momento - eg a piece of jewellery to a treasured friend or family member.
- Potentially minimise Inheritance Tax.
Click here to find out more about Will Planning and how SFS can help you.
Using a Will is one of the most effective and convenient ways to reduce the amount of IHT payable by making the best possible use of the IHT allowances available to both spouses.
Many married people or registered Civil Partners still believe that on their death their whole estate will automatically pass to their spouse without the need of a Will - but in fact, depending on the size of your estate, a spouse may only inherit the first £125,000 and the rest may pass to your children. An unmarried or not registered Civil Partner has no automatic right to your inheritance at all.
Further, a Will not only provides legal ways of helping to reduce or avoid IHT, but helps to ensure that as much of your wealth as possible is retained by your family and that your ‘wishes’ are carried out. Statistics show that many of us still haven’t made a Will and this is startling considering how important they are to leave what you want to who you want.
Click on the following links for more information:
- Legal Services
- Specialised Legal Advice
- Gifts
- Life Assurance
How Liable Are You - use our calculator to find out?
Our simple guide will help you find out how Skipton Financial Services could help you to reduce or even eliminate this unnessary tax.
To find out more about any of
the services we’ve mentioned
simply:
- Contact your SFS Financial Adviser
- Call a member of our Client
Help Line on 0800 137 832 - Visit your local Skipton
Building Society branch to
arrange an appointment with
an SFS Adviser
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