Rowley Turton Shortlisted for 2024 Moneyfacts Tax and Estate Planner of the Year Award

May 23, 2024

We are delighted to announce that Rowley Turton, Chartered Financial Planners based in Leicester, have been shortlisted for the esteemed ‘Tax and Estate Planner of the Year’ award at the Investment Life & Pensions Moneyfacts Awards 2024.

This nomination is a testament to our relentless commitment to providing exceptional financial planning services to our clients for over 25 years. It highlights our expertise and dedication in tax and estate planning, reinforcing our status as a leading firm in the region.

Over the past few years, Rowley Turton has successfully navigated numerous challenges, including economic fluctuations and evolving tax regulations. Despite these hurdles, we have continued to expand our team, bringing on board new advisers and support staff to enhance our services. Our move to a larger office space in Leicester reflects our growth and our commitment to better serve our clientele.

The winner of this prestigious award will be announced at a gala dinner on Wednesday, 18th September 2024, at the Royal Lancaster London. The Investment Life & Pensions Moneyfacts Awards are the year’s highlight for the investment, life, and pensions market, celebrating excellence and innovation within the industry.

Scott Gallacher, Chartered Financial Planner and Director at Rowley Turton, commented:

“With Inheritance Tax (IHT) receipts reaching record highs, effective estate planning has never been more critical. Efficient tax planning is essential to ensure a comfortable retirement and the ability to leave a meaningful inheritance for your loved ones. We are honoured to be shortlisted for this national award, which acknowledges our dedication to helping clients navigate these complexities.”

Importance of Tax Planning Amidst Record High IHT Receipts

Recent data reveals that Inheritance Tax (IHT) receipts have reached a record high, reflecting the increasing importance of efficient tax planning. According to Wealth Briefing, the UK government collected £7.5 billion in IHT last year (March 2023 to April 2024), emphasising the need for strategic financial planning to mitigate tax liabilities and preserve wealth for future generations.

Leicester-Based Expertise in Financial Planning

At Rowley Turton, we pride ourselves on offering bespoke financial solutions tailored to the unique needs of our clients in Leicester and beyond. Our comprehensive services encompass retirement planning, estate planning, investment management, and protection policies designed to help our clients achieve financial peace of mind.

Stay updated as we look forward to the awards ceremony in September. For more information about the Investment Life & Pensions Moneyfacts Awards, please visit the Moneyfacts website.

Visit our website to learn more about our services and how we can help you secure your financial future: Rowley Turton.