Shorts - Chartered Financial Planners

Tax and Estate Planning

Rachael Dronfield
Our team comprises a unique blend of tax advisers, legally qualified professionals and independent financial advisers.Rachael Dronfield
Shorts embrace all aspects of tax and estate planning; income tax, capital gains tax and inheritance tax planning whether it be for individuals, business owners or trusts providing 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.

Personal Tax Compliance

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.

Wills and Estates

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.

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