Our highly qualified pensions experts advise on all aspects of pension and retirement planning, whet
A vital part of planning for a secure financial future is the creation and ongoing maintenance of th
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A unique blend of tax advisers, legally qualified professionals and independent financial advisers. Winners of Best Private Client Tax Practice 2020.
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 –
Whether it be for individuals, business owners or trusts, Shorts provide modern solutions to our clients’ wealth management needs. These include a range of innovative ethical portfolios.
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.
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.
We are very happy to recommend Shorts Wealth Management and Simon for pensions advice. Mike and Janefrom Wingerworth, Derbyshire
We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.
We very quickly knew that our interests were in good hands. Julia ProcterDirector
We very quickly knew that our interests were in good hands.
Shorts have been advising our family since 1969. Jamie Dennisfrom Matlock, Derbyshire
Shorts have been advising our family since 1969.
Shorts’ knowledge and expertise quickly identified a suitable solution. Martin and Melanie SouthwellDirectors
Shorts’ knowledge and expertise quickly identified a suitable solution.
I look upon Shorts as a ‘safe pair of hands’. David BowringBowring Transport Ltd
I look upon Shorts as a ‘safe pair of hands’.
Excellent wealth management bringing security and success. Frank BerryChesterfield
Excellent wealth management bringing security and success.
Simon Hollin
Chris Chambers
Rachael Dronfield
Robert Sully
Ryan Qualters
Best Private Client Tax Practice
Tolley's Taxation Awards 2020
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Area of Interest ▾Pension and Retirement PlanningInvestment and Wealth ManagementTax and Estate PlanningProtectionOther
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