Is this you?

Passing on wealth

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.

Our services

Where we come in


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 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.

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

Skerritts give good financial advice with no pressure whatsoever and are always very professional.

Mrs Follows
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
Skerritts is like a big family, always ready to help, support, and offer valuable insight and understanding alongside their valuable advice.

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

Mrs Stevenson
I have been impressed and pleased with the service so far. Everything had been explained to me, with no pressure to make decisions until I felt confident.

Mrs Woods

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