Skipton Financial Advisers Knowledge Centre

Knowledge Centre

Latest insights and resources

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Financial scams – beware!

We feel it’s vital that you’re fully clued up on this subject, in case you’re ever targeted by a fraudster. So we’ve provided useful information on what to look out for, what to do if you’re ever approached and various types of scams.

Ways to reduce your inheritance tax liability

Worried about your loved ones paying inheritance tax upon your death? If so, the good news is there are many ways you could reduce your inheritance tax liability. And the sooner you put your plans in place, the more effective they may be.

What happens to my money should the worst happen?

It's very important to many of us that our loved ones are financially supported after we are gone. It’s not that we want to contemplate our own death, but thinking now about what we can do to ease the burden on our family, and reduce the headaches of unravelling our finances, can offer important peace of mind.

How can I review my pension?

Each year, your pension provider should send you a statement detailing how much you are paying into your pension, its current value, and its projected value at the plan's selected retirement date. Click here to find out more.


Retirement income options

If you have a defined contribution pension, you now have far greater freedom than you used to over how you choose to use your pension pot to fund your retirement.

State pension

This is a weekly income you will be eligible to receive from a certain age, which is guaranteed for the rest of your life. Click here to find out more.