Skipton Financial Advisers Knowledge Centre

Knowledge Centre

Latest insights and resources

Demand for financial advice on inheritance tax expected to rise

Demand for advice on estate planning expected to rise. Find out how we can help you with your inheritance tax planning.

Life Goals Tool - Saving for the unexpected

As well as paying for day-to-day necessities, we often like spontaneously treating ourselves to holidays, new clothes and other luxuries. But then there are those unwelcome payments that crop up every so often – like car and utility bills which we’re sometimes not prepared for.

Life Goals Tool - Saving for a specific goal

There are so many questions you need to ask yourself before you begin. Having even a vague idea of what you need to do can help you prepare in the right way – and hopefully provide you with a greater chance of achieving your goal.

Life Goals Tool - To make more of my money

Not many of us like adapting to change. We often prefer sticking to the usual routine, supermarket or brand of washing detergent. So it’s usually easier keeping money in the same savings account or staying with the same provider. Find out more.


Grenfell Tower Emergency

In the wake of the terrible events at Grenfell Tower in the early hours of Wednesday 14 June, Skipton Building Society has launched a dedicated appeal fund.

Our Recommend a Friend Scheme

Skipton Financial Advisers | Recommend a Friend Scheme

We like to take care of our customers – and one way we do this is through our Recommend a Friend Scheme.

General Election delivers hung parliament

Theresa May’s strategy has failed. The snap general election she called in April has resulted in a hung parliament, meaning the Conservative Party has lost its majority.