Tools and Guides

Within this section you will find the following Tools & Calculators:

Inflation Calculator

Inflation is not only a measure of how quickly fuel, utility bills and food costs are rising, it can also erode the buying power of your savings. This calculator illustrates the effects of inflation on your savings in terms of how much it would be worth when you intend to use it.

What does the effects of inflation have on your savings? 

Inflation Calculator
 
 

Savings Calculator

There are certain life milestones or objectives which require a greater level of financial planning - largely due to the considerable expense involved. It’s not always easy to determine just how much you will need to save towards a specific event, and how to begin making suitable preparations.

Simply input the required amount of capital and the likely date of your event and our savings calculator will calculate how much you need to save monthly and the annual growth rate it would be necessary for your savings to achieve.

Savings Calculator
 
 

Inheritance Tax Calculator

It is never an easy subject to contemplate, but there are certain financial considerations regarding your death that are advisable to prepare for, in order to ease the burden on your loved ones during what would clearly be a difficult time. We’ve produced an Inheritance Tax calculator covering the financial considerations of this area of legacy planning.

Inheritance Tax Calculator
 
 

Retirement Calculator

It’s never too early to start making plans for your retirement, particularly if you have specific objectives. Paying regularly into a pension fund is an important first step that you hopefully set up several years ago, but can you be sure that your contributions are sufficient for you to be able to afford your desired retirement lifestyle?

Retirement Calculator
 

Inheritance Tax

Inheritance Tax GuideHaving 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 >>

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 >>

Practical Guide to Pensions

Don’t make the mistake of assuming the recent pension freedoms only matter if you are about to retire. The Practical Pension Guide explains the recent changes, the greater benefits of saving into a pension, and the importance of reviewing your plans.

Click here to download the guide >>

Pension Countdown to Retirement Brochure

If you are aiming to retire within the next five years, it’s time to get into the mindset of considering the practicalities fulfilling of your desired lifestyle and making plans.

Click here to download the guide >>

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.

Click here to download the guide >>

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.

Click here to download the guide >>

Our Advisory Service

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 >>

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 >>

Retirement Magazine

Whether you’re 20 years away from retiring or looking to stop working within the next year or so, this 20-page magazine includes something for everyone. We have thought about everything you may wish to know about financially preparing for retirement and condensed it into one magazine.

Click here to download the guide >>

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