Tax andEstate Planning

A unique blend of tax advisers, legally qualified professionals and independent financial advisers. Winners of Best Private Client Tax Practice 2020.

Tax andEstate Planning

Because we recognise that plans can change, we make sure that our solutions allow the flexibility to adapt accordingly.

Shorts embrace all aspects of tax and estate planning –

  • Income tax
  • Capital gains tax
  • Inheritance tax planning

Whether it be for individuals, business owners or trusts, Shorts provide modern solutions to our clients’ wealth management needs.

Our team comprises a unique blend of tax advisers, legally qualified professionals and Independent Financial Advisers and we regularly identify integrated solutions that have not previously been considered.

Business to personal - one generation to the next - present to future

Create the best possible future

A major concern for successful individuals is often the issue of inheritance tax.  Shorts can help you to preserve your wealth for future generations with the implementation of tax efficient and effective strategies.  We would wish to establish a deep understanding of your current financial position and long-term aspirations.  From this, we could create a strategy to manage and protect your estate, whilst also providing sufficient capital upon which to live comfortably.

Our experienced personal tax team develop a detailed knowledge of their clients’ individual circumstances.

We ensure that personal tax returns are completed accurately and are submitted on a timely basis, provide assurance that all relevant claims have been made and that our clients receive a clear and understandable explanation of their tax position.

By understanding the legal, financial and tax aspects of wills, our team can prepare bespoke wills for our clients and then review them at appropriate intervals.

Many of our clients also find benefits in the appointment of our trust company, Short Trustees Limited, as an Executor and/or Trustee, particularly where we have a long-standing relationship with a client and their business.

Our clients are what make us

Testimonials

We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.

Mike and Jane
from Wingerworth, Derbyshire

We very quickly knew that our interests were in good hands.

Julia Procter
Director

Shorts have been advising our family since 1969.

Jamie Dennis
from Matlock, Derbyshire

Shorts’ knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell
Directors

I look upon Shorts as a ‘safe pair of hands’.

David Bowring
Bowring Transport Ltd

Excellent wealth management bringing security and success.

Frank Berry
Chesterfield

Award - winning

Best Private Client Tax Practice

Tolley's Taxation Awards 2020

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this challenging period. Indeed, rarely has the need for investment and retirement advice been more important in such turbulent economic circumstances. Whilst we adapted our approach due to the current restrictions, our team members are now beginning the process of returning to the office. We continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com