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

Great communication, super friendly, and they get the job done extremely well every time.

Mr Weir
Skerritts are reliable, efficient, honest, kind and transparent and I recommend them at every opportunity.

Mrs Stevenson
Skerritts always give prompt responses and thorough information, backed up with phone calls and emails. I feel able to ask any questions and discuss any queries.

Mrs Pennington
Thank you so much for all your help with our attempts to buy a house this year. As always, you have been helpful, professional and friendly and we really appreciate it.

Mr Banks
I would describe Skerritts as reliable, efficient, honest, kind and transparent.

Mrs Stevenson

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