Is this you?

Passing on wealth

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Is this you?

Protect your estate

Having an answer for the “what ifs” is a vital part of any financial plan. Exploring different scenarios and ensuring your finances are protected in each case will provide you with long-term peace of mind.

By taking a comprehensive approach to your estate planning needs, our advisers will ensure that your own long-term financial wellbeing is not jeopardised if you choose to gift an inheritance to family members during your lifetime.

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Our services

Where we come in

Financial
protection


Financial protection

While life is not always predictable, it is possible to gain the comfort and peace of mind that your loved ones will be provided for should you be unable to work or if you lose your life.

Estate
planning


Estate planning

Estate planning encompasses more than just making a will. We will help you ensure your wishes are known and that your wealth is passed on to those you choose with arrangements that could include wills, gifting, trusts and tax planning.

Inheritance
Tax planning


Inheritance Tax planning

Inheritance Tax (IHT) might be known as the “voluntary tax” but the laws surrounding IHT are complex. Specialist advice is therefore indispensable. We will ensure you understand the opportunities available to you and help you preserve and transfer your wealth in the most tax-efficient way possible.

Kind words

What our clients say

I have used Skerritts for both mortgage and financial advice, specifically pensions. I have since recommended them to my brother, who is also very happy with the help he’s received.

Mrs Lyons
Service is always excellent, top marks!

Mr Pinsent
Swapping my pension to Skerritts was such an easy process with no hold-ups or queries. The process was thoroughly explained, making sure I understood what would happen, and it answered all my questions.

Mr Clark
I was very lucky to find Skerritts, and I’m grateful for the continued and outstanding support.

Mr James
I'd like to thank you for your thorough and professional services over the past several years. You have helped me organise my finances in preparation for my retirement, and I am very pleased with the service I received.

Mrs Adams

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