Julia Procter

We became Short’ clients when looking for assistance with our Annual Accounts and were introduced to the Private Client team quite early in our working relationship.  They carefully and patiently listened to our requirements and concerns, and we very quickly knew that our interests were in good hands.  We initially thought that the complexity of our family’s affairs would require long-term planning but Shorts’ practical guidance provided us with valuable planning ideas that we were able to implement immediately.  Their recommendations have provided us with a clear strategy to simplify our position and meet our long-term objectives.

Services;

• Corporate restructuring
• Inheritance tax planning
• Various trust matters