ROWLEY TURTON SHORTLISTED FOR TAX-EFFICIENT ADVISER OF THE YEAR
3rd January 2020
With all of the excitement preparing for Christmas Rowley Turton overlooked that they'd been recognised as one of the UK's best tax planning financial advisers by being shortlisted for '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 with the winners being announced at a black-tie ceremony at The Brewery in London on 6th February 2020. On the night Professional Adviser will not only announce the regional winners but also name one overall national winner from those regional winners.
As part of the process for being shortlisted, Rowley Turton provided the judges with a summary of the various tax planning measure they use to help their 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 their client.
Scott Gallacher, director of Rowley Turton said:
“Tax is one of the biggest concerns of our clients. Consequently, we are keen to use all appropriate tax planning measures to ensure that our clients do not pay any more tax than is necessary and we're naturally delighted to be shortlisted for this prestigious national tax planning award.”
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