Wills, trusts, lasting power of attorney and estate planning aren’t only a prerogative for the wealthy. If you have a house, business, or cherished heirlooms, estate planning gives you and your family the peace-of-mind your legacy will be distributed according to your wishes.
Without proper planning, your estate may be subject to unnecessary tax or the distribution of your estate will be determined by law. This may not be in accordance with your wishes.
Our team works closely with clients to design tailored estate plans that help you safeguard assets for the long term. We’ll help you identify opportunities to pass on your legacy in a tax-efficient manner that protects your wealth for future generations
Who do we help?
Our team supports a wide range of clients, including:
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Business owner-managers planning their long-term exit strategy and estate management
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Individuals with property or investment portfolios
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Families with businesses or generational wealth looking for tax-efficient ways to pass their legacy to their children or next-of-kin
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Individuals concerned about Inheritance Tax and wanting proactive advice
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People who worry how the government’s recent (and upcoming) changes affect their current estate plan.
No matter how complex your financial situation may be, there is always something that can be done. Shorts’ Private Client team can provide honest advice based on your goals and circumstances.
Why choose Shorts for Wills and estate planning?
Shorts’ Private Client team are qualified Chartered Tax Advisers (CTA) and are Gold-level Employee Practitioners of the Society of Trust and Estate Practitioners (STEP). These qualifications require stringent levels of professional development and consistently high quality of service.
Our team go beyond basic compliance and documentation. We also provide:
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Integrated tax and estate planning advice
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Prepare Lasting Powers of Attorney which can cover both financial and health/care aspects. For our clients with business interests, we can also advise how LPAs can be used in the commercial environment.
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Long-term client relationships and ongoing reviews
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Experience advising business owners and high-net-worth individuals
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Practical, proactive recommendations
We take the time to understand your goals for your estate, and the future you envisage leaving for your loved ones.
