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Leicester IFAs are Estate Planning finalists six years running

27th June 2017

Moneyfacts, Awards 2017, Investment Life & Pensions, Finalist, Tax, Estate, Planner, of the year,

Leicester based Chartered Financial Planners Rowley Turton have been shortlisted for ‘Tax and Estate Planner of the Year’ for an amazing six years running in the national Investment Life & Pensions Moneyfacts Awards.

A previous winners of this prestigious award, Rowley Turton will be hoping to regain their crown as ‘Tax and Estate Planner of the Year’ when the 2017 Investment Life & Pensions Moneyfacts Awards winners are revealed on 21st September 2017.

The finalists were carefully selected by Moneyfacts who consulted with financial services providers, and assessed the details of the adviser firms, the level of adviser expertise and how those advisers delivered their advice.

Rowley Turton managing director, Alan Turton, believes that a key part of reaching the final again was their client case study showing how they had saved a client almost £600,000 in Inheritance Tax and £30,000 in capital gains tax.

Rowley Turton will now have to support their nomination with testimonials from clients and other professionals with Moneyfacts’ judging panel deciding upon the winner.

Scott Gallacher, a director of Rowley Turton said:

"Reaching the final of this national award for six years running is a testament to our continued high level of technical expertise in the field of tax, trust and estate planning, allowing us to be not just thorough, but also innovative. 

Most importantly it’s how we apply this expertise for the benefit of our clients and their families. One client's daughter was so impressed with help and advice I had given her mother managing her affairs, that she insisted her mother ring us to thank me personally and also send a letter of praise to our managing director."

Want our help to pass your estate to your loved ones rather than the taxman?

Discover more about our inheritance planning by registering online, calling us on 0116 282 2177 or e-mailing enquiries@rowleyturton.com today.

 

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Rowley Turton (IFA) Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 457946 http://www.fca.org.uk/register.

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