ROWLEY TURTON NAMED TAX-EFFICIENT ADVISER OF THE YEAR
7th February 2020
We're delighted to announce that we've been recognised as one of the UK's best tax planning financial advisers by winning the 'Tax-efficient adviser of the Year' in the Professional Adviser Awards 2020.
The Professional Adviser Awards, which are in their 15th year, celebrate excellence within the financial adviser profession and the winners were announced at a black-tie ceremony at The Brewery in London last night.
As part of the process for being shortlisted, we provided the judges with a summary of the various tax planning measure we use to help our clients along with three separate genuine client case studies. One of these case studies was for a case that was designed to deliver an immediate inheritance tax saving of £600,000 to one of our clients.
Scott Gallacher, director of Rowley Turton said:
“Our clients generally want to ensure that their financial affairs are in good order and they aren't mistakenly paying too much income tax, capital gains tax or inheritance tax. This award recognises that are experts in this field, ensuring that our clients do not pay any more tax than the government and the tax rules deem as correct.”
Rowley Turton is focussed on providing high-quality planning and wealth management for a select number of individuals, their families, trustees, and small businesses. This covers a wide range of financial matters including investments, savings, pensions, retirement, protection and long term care, but most importantly Rowley Turton brings all these advice areas together for clients within their own personalised financial plan. More information about the firm, its directors and services can be found on their site at www.rowleyturton.com