Passing on wealth

Passing on wealth to the next generation

None of us wants to see the wealth we have accumulated over our lifetime go to waste after we die.

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Are you ready for your retirement?

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important.

Tax and estate Planning

Protect your family from the unexpected

Protect the things that are important : “Your family, your health and your lifestyle”

SDG Hall Financial Services

SDG-Hall Financial Services (Formerly Stanley D Garner & Co. Services) Independent Financial Advisers was originally established in 1973. As independent advisers we are not tied to any mortgage lender, insurance company or network. This allows us to give totally unbiased advice on any product that suits your needs.

We are proud of the services we offer to our clients and work hard to give the very best advice at all times. As your time is precious, we can meet with you at a prearranged time and place to suit you.

Email us at or give us a call on 01708 453131.

Let us take care of your future

Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning.

We can advise on the many issues to be considered when looking to protect both your family and your home. We can help you with estate planning, managing your wealth and passing on your assets to your dependants.

There are many things to be considered when looking at protecting both your family and your home. Inheritance tax and capital gains tax, illness and loss of income need to be part of an effective protection planning strategy.

Having worked hard to build up your estate, it is vital that you have an effective estate planning strategy in place, that way you can pass on that wealth to the people you care about and minimise the amount of tax you pay.