We’re delighted to announce that Rowley Turton, one of the UK’s leading independent financial advice firms, has once again been shortlisted as a finalist for the Tax and Estate Planner of the Year at the Investment Life & Pensions Moneyfacts Awards 2025, proudly sponsored by TIME Investments.

These prestigious awards are a benchmark of excellence within the financial services profession. Each year, they celebrate the UK’s best providers and advisers across pensions, investment, tax, and protection planning. Being shortlisted is an achievement — being shortlisted year after year, as we have, is a testament to the consistency, quality, and care we bring to our client relationships.

A Legacy of Recognition and Client-Focused Excellence

This latest nomination continues a proud tradition for Rowley Turton, having been shortlisted in multiple consecutive years for various Moneyfacts awards. We’re honoured that our specialist work in inheritance tax planning, trusts, and intergenerational wealth planning continues to be recognised at the highest level.

Founded in 1996 and based in Leicester, Rowley Turton has built a reputation for delivering clear, thoughtful, and deeply personal advice to clients across the Midlands and beyond. Our approach has always been about more than financial products — it’s about long-term relationships, genuine understanding, and helping families make confident financial decisions, especially in life’s most challenging moments.

Why Tax and Estate Planning Matters Now More Than Ever

Estate planning isn’t just for the wealthy — it’s essential for anyone who wants to protect their family, reduce unnecessary tax, and ensure their wishes are carried out.

With growing uncertainty around taxation and increasing property values, more and more people are finding themselves caught by inheritance tax (IHT) — often without realising it. At Rowley Turton, we help clients understand their position and work with them to develop strategies to:

• Make full use of exemptions and allowances

• Pass wealth tax-efficiently to the next generation

• Put the right trusts and wills in place

• Ensure business or pension assets are transferred correctly

• Plan ahead for care costs and life changes

Our focus is always on delivering advice that is legally robust, emotionally sensitive, and tailored to each client’s circumstances.

What This Recognition Means for Our Clients

Awards are wonderful, but they’re not the reason we do what we do.

For us, this shortlisting represents something more meaningful — a reminder that the values we live by every day are making a real difference. It shows that we are holding ourselves to the highest standards, and that clients who choose Rowley Turton can be confident they are working with one of the UK’s most trusted and respected advice firms.

As Scott Gallacher, Director at Rowley Turton, explains:

“We’re proud to be recognised once again by Moneyfacts. Tax and estate planning is one of the most important services we provide. It’s not just about saving money – it’s about ensuring families feel secure about their future. This nomination speaks to the dedication of our team and the trust our clients place in us.”

Whether we’re advising on a straightforward will or a complex family trust arrangement, our goal is the same — to provide our clients with clarity, confidence, and peace of mind.

Here for You – Today, Tomorrow, and for Generations to Come

At Rowley Turton, we see ourselves not just as advisers, but as long-term partners to the individuals and families we serve. From first-time retirement planning to supporting bereaved spouses or helping business owners pass wealth down efficiently, our tax and estate planning expertise helps clients navigate crucial decisions with confidence.

With the winners of the Moneyfacts Awards 2025 to be announced later this year, we’re proud to stand alongside some of the finest firms in the UK. And while we’d love to take home the trophy, our greatest reward remains the loyalty and trust of our clients.

Want to Talk About Your Own Tax and Estate Planning?

If you’d like to explore how thoughtful estate planning could help you and your family, we’d be happy to help.

📞 Call us on 0116 282 2177
📧 Email enquiries@rowleyturton.com

Let’s protect what matters — and plan for a future you can feel confident about.